Action Point Financial Planning’s Blue Owl Capital OWL Stock Holding History

Action Point Financial Planning’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	$10.4K	Buy	+1,169	New	+$11.1K	﹤0.01%	1438

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

Action Point Financial Planning's OWL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Blue Owl Capital (OWL) in Q2 2026: 1,169 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings.

573 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Action Point Financial Planning held 1,169 shares of Blue Owl Capital worth $10.4K as of Q2 2026.
Blue Owl Capital was a new Action Point Financial Planning position in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1438 holding.
573 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.