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

Basecamp 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	$7.13K	Buy	815 +153	+23%	+$1.45K	﹤0.01%	1095
2026 Q1	$6.04K	Buy	662 +626	+1,739%	+$7.57K	﹤0.01%	1141
2025 Q4	$538	Buy	+36	New	+$563	﹤0.01%	1622

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

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

Basecamp Wealth Advisors increased its Blue Owl Capital (OWL) stake by 23% in Q2 2026, buying an estimated $1.45K and bringing the position to 815 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Basecamp Wealth Advisors first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Basecamp Wealth Advisors held 815 shares of Blue Owl Capital worth $7.13K as of Q2 2026.
Basecamp Wealth Advisors bought 153 Blue Owl Capital shares in Q2 2026, an estimated $1.45K.
Blue Owl Capital made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1095 holding.
Basecamp Wealth Advisors first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.