Advisornet Financial’s Blue Owl Capital OWL Stock Holding History

Advisornet Financial’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	$175	Buy	+20	New	+$190	﹤0.01%	2178
2026 Q1	–	Sell	-70	Closed	-$1.05K	–	2330
2025 Q4	$1.05K	Buy	+70	New	+$1.09K	﹤0.01%	1989
2025 Q3	–	Sell	-1	Closed	-$19	–	2311
2025 Q2	$19	Sell	1 -20	-95%	-$370	﹤0.01%	2212
2025 Q1	$421	Buy	21 +4	+24%	+$90	﹤0.01%	1992
2024 Q4	$395	Sell	17 -58	-77%	-$1.33K	﹤0.01%	1813
2024 Q3	$1.45K	Buy	75 +5	+7%	+$89	﹤0.01%	1843
2024 Q2	$1.24K	Hold	70	–	–	﹤0.01%	1753
2024 Q1	$1.32K	Buy	70 +35	+100%	+$586	﹤0.01%	1691
2023 Q4	$522	Buy	+35	New	+$471	﹤0.01%	2089
2023 Q3	–	Sell	-75	Closed	-$874	–	2388
2023 Q2	$874	Hold	75	–	–	﹤0.01%	1919
2023 Q1	$831	Hold	75	–	–	﹤0.01%	1936
2022 Q4	$795	Buy	+75	New	+$792	﹤0.01%	1900

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

Advisornet Financial's OWL Position: Q2 2026 in Review

Advisornet Financial opened a new position in Blue Owl Capital (OWL) in Q2 2026: 20 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #2178 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in OWL as recently as Q4 2025.

Advisornet Financial first reported a position in OWL in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.45K in Q3 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Advisornet Financial held 20 shares of Blue Owl Capital worth $175 as of Q2 2026.
Blue Owl Capital was a new Advisornet Financial position in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2178 holding.
Advisornet Financial first reported a position in Blue Owl Capital in Q4 2022 and has held it in 12 quarters since.
Advisornet Financial's Blue Owl Capital position peaked at $1.45K in Q3 2024.
576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.