Wealth Preservation Advisors’s Blue Owl Capital OBDC Stock Holding History

Wealth Preservation Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88M	Sell	172,626 -11,955	-6%	-$134K	1.07%	15
2026 Q1	$2.04M	Sell	184,581 -1,582	-0.8%	-$18.6K	1.7%	10
2025 Q4	$2.31M	Sell	186,163 -17,311	-9%	-$220K	1.16%	15
2025 Q3	$2.6M	Buy	203,474 +3,813	+2%	+$54.3K	1.51%	11
2025 Q2	$2.86M	Buy	199,661 +2,626	+1%	+$37.3K	1.77%	9
2025 Q1	$2.89M	Buy	+197,035	New	+$2.96M	2.06%	9

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Preservation Advisors's OBDC Position: Q2 2026 in Review

Wealth Preservation Advisors reduced its Blue Owl Capital (OBDC) stake by 6.5% in Q2 2026, selling an estimated $134K and leaving 172,626 shares worth $1.88M. The position accounts for 1.07% of the portfolio, ranked #15.

Wealth Preservation Advisors first reported a position in OBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.89M in Q1 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Wealth Preservation Advisors held 172,626 shares of Blue Owl Capital worth $1.88M as of Q2 2026.
Wealth Preservation Advisors sold 11,955 Blue Owl Capital shares in Q2 2026, an estimated $134K.
Blue Owl Capital made up 1.07% of Wealth Preservation Advisors's portfolio in Q2 2026, its #15 holding.
Wealth Preservation Advisors first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
Wealth Preservation Advisors's Blue Owl Capital position peaked at $2.89M in Q1 2025.
427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.