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Avior Wealth Management’s Blue Owl Capital OWL Stock Holding History

Avior Wealth Management’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 		$299K Buy
34,142
+2,023
+6% +$19.2K 0.01% 662
2026
Q1 		$293K Buy
32,119
+560
+2% +$6.77K 0.01% 695
2025
Q4 		$471K Buy
31,559
+2,227
+8% +$34.8K 0.01% 477
2025
Q3 		$497K Sell
29,332
-1,371
-4% -$26.1K 0.02% 446
2025
Q2 		$590K Buy
30,703
+5,141
+20% +$95.1K 0.02% 393
2025
Q1 		$512K Sell
25,562
-1,641
-6% -$36.9K 0.02% 396
2024
Q4 		$633K Sell
27,203
-9,441
-26% -$216K 0.02% 383
2024
Q3 		$709K Sell
36,644
-20
-0.1% -$357 0.03% 366
2024
Q2 		$651K Buy
36,664
+3,473
+10% +$63.7K 0.03% 370
2024
Q1 		$626K Buy
33,191
+3,788
+13% +$63.5K 0.03% 386
2023
Q4 		$438K Sell
29,403
-2,872
-9% -$38.6K 0.03% 371
2023
Q3 		$418K Buy
+32,275
New +$385K 0.03% 365

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

Avior Wealth Management's OWL Position: Q2 2026 in Review

Avior Wealth Management increased its Blue Owl Capital (OWL) stake by 6.3% in Q2 2026, buying an estimated $19.2K and bringing the position to 34,142 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #662.

Avior Wealth Management first reported a position in OWL in Q3 2023 and has held it in 12 quarters since. The position peaked at $709K in Q3 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Avior Wealth Management held 34,142 shares of Blue Owl Capital worth $299K as of Q2 2026.
  • Avior Wealth Management bought 2,023 Blue Owl Capital shares in Q2 2026, an estimated $19.2K.
  • Blue Owl Capital made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Avior Wealth Management first reported a position in Blue Owl Capital in Q3 2023 and has held it in 12 quarters since.
  • Avior Wealth Management's Blue Owl Capital position peaked at $709K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.