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Capital Analysts LLC’s Blue Owl Capital OWL Stock Holding History

Capital Analysts LLC’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 		– Sell
-738
Closed -$6K – 1585
2026
Q1 		$6K Sell
738
-631
-46% -$7.63K ﹤0.01% 1341
2025
Q4 		$21K Sell
1,369
-73
-5% -$1.14K ﹤0.01% 1095
2025
Q3 		$25K Hold
1,442
– – ﹤0.01% 1027
2025
Q2 		$28K Sell
1,442
-76
-5% -$1.41K ﹤0.01% 934
2025
Q1 		$30K Hold
1,518
– – ﹤0.01% 901
2024
Q4 		$35K Sell
1,518
-140
-8% -$3.2K ﹤0.01% 826
2024
Q3 		$32K Buy
1,658
+1,425
+612% +$25.4K ﹤0.01% 814
2024
Q2 		$4K Buy
+233
New +$4.27K ﹤0.01% 1062

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

Capital Analysts LLC's OWL Position: Q2 2026 in Review

Capital Analysts LLC sold out of Blue Owl Capital (OWL) in Q2 2026, closing a stake of 738 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in OWL in Q2 2024 and held it in 8 quarters. The position peaked at $35K in Q4 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Capital Analysts LLC reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 738 Blue Owl Capital shares in Q2 2026, an estimated $6K.
  • Capital Analysts LLC first reported a position in Blue Owl Capital in Q2 2024 and held it in 8 quarters.
  • Capital Analysts LLC's Blue Owl Capital position peaked at $35K in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.