180 Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

180 Wealth Advisors’s Portfolio OWL Stock Details OWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Buy	25,211 +6,765	+37%	+$64.3K	0.02%	445
2026 Q1	$168K	Buy	+18,446	New	+$223K	0.02%	455

Other funds holding OWL

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

LVIA

Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

180 Wealth Advisors's OWL Position: Q2 2026 in Review

180 Wealth Advisors increased its Blue Owl Capital (OWL) stake by 37% in Q2 2026, buying an estimated $64.3K and bringing the position to 25,211 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #445.

180 Wealth Advisors first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

180 Wealth Advisors held 25,211 shares of Blue Owl Capital worth $221K as of Q2 2026.
180 Wealth Advisors bought 6,765 Blue Owl Capital shares in Q2 2026, an estimated $64.3K.
Blue Owl Capital made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #445 holding.
180 Wealth Advisors first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.