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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Beacon Investment Advisors's OWL Position: Q1 2026 in Review

Beacon Investment Advisors increased its Blue Owl Capital (OWL) stake by 657% in Q1 2026, buying an estimated $1.73M and bringing the position to 164,704 shares worth $1.5M. The position accounts for 0.57% of the portfolio, ranked #52.

Beacon Investment Advisors first reported a position in OWL in Q1 2024 and has held it in 9 quarters since. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Beacon Investment Advisors held 164,704 shares of Blue Owl Capital worth $1.5M as of Q1 2026.
  • Beacon Investment Advisors bought 142,933 Blue Owl Capital shares in Q1 2026, an estimated $1.73M.
  • Blue Owl Capital made up 0.57% of Beacon Investment Advisors's portfolio in Q1 2026, its #52 holding.
  • Beacon Investment Advisors first reported a position in Blue Owl Capital in Q1 2024 and has held it in 9 quarters since.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.