Wealthcare Advisory Partners’s Blue Owl Capital OBDC Stock Holding History

Wealthcare Advisory Partners’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	$234K	Sell	21,515 -3,185	-13%	-$35.6K	﹤0.01%	978
2026 Q1	$273K	Sell	24,700 -8,553	-26%	-$100K	0.01%	907
2025 Q4	$413K	Sell	33,253 -38,904	-54%	-$495K	0.01%	762
2025 Q3	$921K	Buy	72,157 +45,320	+169%	+$645K	0.02%	521
2025 Q2	$385K	Buy	26,837 +7,919	+42%	+$113K	0.01%	717
2025 Q1	$277K	Buy	18,918 +343	+2%	+$5.15K	0.01%	767
2024 Q4	$281K	Buy	18,575 +152	+0.8%	+$2.29K	0.01%	734
2024 Q3	$268K	Sell	18,423 -6,607	-26%	-$99.2K	0.01%	750
2024 Q2	$384K	Buy	25,030 +235	+0.9%	+$3.76K	0.01%	598
2024 Q1	$381K	Buy	24,795 +910	+4%	+$13.7K	0.01%	605
2023 Q4	$353K	Buy	+23,885	New	+$339K	0.01%	566
2021 Q2	–	Sell	-4,100	Closed	-$56K	–	1418
2021 Q1	$56K	Buy	+4,100	New	+$55.8K	﹤0.01%	840

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

Wealthcare Advisory Partners's OBDC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Blue Owl Capital (OBDC) stake by 13% in Q2 2026, selling an estimated $35.6K and leaving 21,515 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Wealthcare Advisory Partners first reported a position in OBDC in Q1 2021 and has held it in 12 quarters since. The position peaked at $921K in Q3 2025. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Wealthcare Advisory Partners held 21,515 shares of Blue Owl Capital worth $234K as of Q2 2026.
Wealthcare Advisory Partners sold 3,185 Blue Owl Capital shares in Q2 2026, an estimated $35.6K.
Blue Owl Capital made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #978 holding.
Wealthcare Advisory Partners first reported a position in Blue Owl Capital in Q1 2021 and has held it in 12 quarters since.
Wealthcare Advisory Partners's Blue Owl Capital position peaked at $921K in Q3 2025.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.