Superior Planning, LLC’s Blue Owl Capital OWL Stock Holding History

Superior Planning, LLC’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 Q3	$1.7K	Buy	+187	New	+$1.97K	﹤0.01%	1609

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Superior Planning, LLC's OWL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Blue Owl Capital (OWL) in Q3 2026: 187 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1609 among its holdings.

381 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

Superior Planning, LLC held 187 shares of Blue Owl Capital worth $1.7K as of Q3 2026.
Blue Owl Capital was a new Superior Planning, LLC position in Q3 2026.
Blue Owl Capital made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1609 holding.
381 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.