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BXM Wealth’s Blue Owl Capital OWL Stock Holding History

BXM 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 		$130K Buy
+14,815
New +$141K 0.07% 160

Other funds holding OWL

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BXM Wealth's OWL Position: Q2 2026 in Review

BXM Wealth opened a new position in Blue Owl Capital (OWL) in Q2 2026: 14,815 shares worth $130K. The stake represents 0.07% of the portfolio and ranks #160 among its holdings.

117 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • BXM Wealth held 14,815 shares of Blue Owl Capital worth $130K as of Q2 2026.
  • Blue Owl Capital was a new BXM Wealth position in Q2 2026.
  • Blue Owl Capital made up 0.07% of BXM Wealth's portfolio in Q2 2026, its #160 holding.
  • 117 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.