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

Arkadios 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	$196K	Buy	22,346 +5,953	+36%	+$56.6K	﹤0.01%	1642
2026 Q1	$150K	Buy	+16,393	New	+$198K	﹤0.01%	1596
2021 Q4	–	Sell	-5,111	Closed	-$79K	–	1395
2021 Q3	$79K	Buy	5,111 +14	+0.3%	+$194	0.01%	748
2021 Q2	$65K	Buy	+5,097	New	+$57.8K	0.01%	850

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

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

Arkadios Wealth Advisors increased its Blue Owl Capital (OWL) stake by 36% in Q2 2026, buying an estimated $56.6K and bringing the position to 22,346 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Arkadios Wealth Advisors first reported a position in OWL in Q2 2021 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Arkadios Wealth Advisors held 22,346 shares of Blue Owl Capital worth $196K as of Q2 2026.
Arkadios Wealth Advisors bought 5,953 Blue Owl Capital shares in Q2 2026, an estimated $56.6K.
Blue Owl Capital made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1642 holding.
Arkadios Wealth Advisors first reported a position in Blue Owl Capital in Q2 2021 and has held it in 4 quarters since.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.