Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Blue Owl Capital OWL Stock Holding History

Carson Wealth (CWM 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
Q1 		$2.79M Buy
305,591
+279,910
+1,090% +$3.38M 0.01% 1055
2025
Q4 		$384K Buy
25,681
+22,314
+663% +$349K ﹤0.01% 2088
2025
Q3 		$57K Sell
3,367
-272
-7% -$5.17K ﹤0.01% 3426
2025
Q2 		$70K Buy
3,639
+128
+4% +$2.37K ﹤0.01% 3012
2025
Q1 		$70K Sell
3,511
-1,369
-28% -$30.8K ﹤0.01% 2705
2024
Q4 		$114K Buy
4,880
+1,487
+44% +$34K ﹤0.01% 2199
2024
Q3 		$66K Buy
3,393
+143
+4% +$2.55K ﹤0.01% 2479
2024
Q2 		$58K Buy
3,250
+262
+9% +$4.81K ﹤0.01% 2370
2024
Q1 		$56K Buy
2,988
+1,000
+50% +$16.8K ﹤0.01% 2224
2023
Q4 		$30K Hold
1,988
– – ﹤0.01% 2518
2023
Q3 		$26K Buy
1,988
+14
+0.7% +$167 ﹤0.01% 2506
2023
Q2 		$23K Buy
1,974
+125
+7% +$1.34K ﹤0.01% 2548
2023
Q1 		$20K Buy
1,849
+44
+2% +$527 ﹤0.01% 2520
2022
Q4 		$19K Buy
1,805
+1,730
+2,307% +$18.3K ﹤0.01% 2417
2022
Q3 		$1K Buy
75
+29
+63% +$322 ﹤0.01% 3720
2022
Q2 		$0 Buy
+46
New +$551 ﹤0.01% 4019

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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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 $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OWL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Blue Owl Capital (OWL) stake by 1,090% in Q1 2026, buying an estimated $3.38M and bringing the position to 305,591 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #1055.

Carson Wealth (CWM LLC) first reported a position in OWL in Q2 2022 and has held it in 16 quarters since. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 305,591 shares of Blue Owl Capital worth $2.79M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 279,910 Blue Owl Capital shares in Q1 2026, an estimated $3.38M.
  • Blue Owl Capital made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1055 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blue Owl Capital in Q2 2022 and has held it in 16 quarters since.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.