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Avion Wealth’s Blue Owl Capital OWL Stock Holding History

Avion Wealth’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 		$10K Buy
1,169
+917
+364% +$8.71K ﹤0.01% 607
2026
Q1 		$2K Buy
252
+142
+129% +$1.72K ﹤0.01% 898
2025
Q4 		$1K Buy
110
+33
+43% +$516 ﹤0.01% 1100
2025
Q3 		$1K Hold
77
– – ﹤0.01% 1074
2025
Q2 		$1K Sell
77
-11
-13% -$203 ﹤0.01% 1032
2025
Q1 		$2K Hold
88
– – ﹤0.01% 756
2024
Q4 		$2K Buy
88
+11
+14% +$252 ﹤0.01% 753
2024
Q3 		$1K Hold
77
– – ﹤0.01% 871
2024
Q2 		$1K Hold
77
– – ﹤0.01% 788
2024
Q1 		$2K Hold
77
– – ﹤0.01% 739
2023
Q4 		$1K Buy
+77
New +$1.04K ﹤0.01% 912

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
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
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Avion Wealth's OWL Position: Q2 2026 in Review

Avion Wealth increased its Blue Owl Capital (OWL) stake by 364% in Q2 2026, buying an estimated $8.71K and bringing the position to 1,169 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Avion Wealth first reported a position in OWL in Q4 2023 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Avion Wealth held 1,169 shares of Blue Owl Capital worth $10K as of Q2 2026.
  • Avion Wealth bought 917 Blue Owl Capital shares in Q2 2026, an estimated $8.71K.
  • Blue Owl Capital made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #607 holding.
  • Avion Wealth first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.