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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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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. 70 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.
  • 70 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.