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Beacon Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Beacon Investment 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 		$1.51M Buy
172,420
+7,716
+5% +$73.3K 0.47% 57
2026
Q1 		$1.5M Buy
164,704
+142,933
+657% +$1.73M 0.57% 52
2025
Q4 		$325K Buy
21,771
+3,876
+22% +$60.6K 0.13% 131
2025
Q3 		$303K Buy
17,895
+1,257
+8% +$23.9K 0.12% 131
2025
Q2 		$324K Buy
16,638
+253
+2% +$4.68K 0.14% 124
2025
Q1 		$328K Buy
16,385
+927
+6% +$20.8K 0.16% 127
2024
Q4 		$360K Buy
15,458
+1,800
+13% +$41.2K 0.17% 119
2024
Q3 		$264K Buy
13,658
+1,320
+11% +$23.6K 0.13% 133
2024
Q2 		$219K Buy
12,338
+760
+7% +$13.9K 0.11% 138
2024
Q1 		$218K Buy
+11,578
New +$194K 0.12% 123

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

Beacon Investment Advisors's OWL Position: Q2 2026 in Review

Beacon Investment Advisors increased its Blue Owl Capital (OWL) stake by 4.7% in Q2 2026, buying an estimated $73.3K and bringing the position to 172,420 shares worth $1.51M. The position accounts for 0.47% of the portfolio, ranked #57.

Beacon Investment Advisors first reported a position in OWL in Q1 2024 and has held it in 10 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Beacon Investment Advisors held 172,420 shares of Blue Owl Capital worth $1.51M as of Q2 2026.
  • Beacon Investment Advisors bought 7,716 Blue Owl Capital shares in Q2 2026, an estimated $73.3K.
  • Blue Owl Capital made up 0.47% of Beacon Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Beacon Investment Advisors first reported a position in Blue Owl Capital in Q1 2024 and has held it in 10 quarters since.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.