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Cassaday & Co Wealth Management’s Blue Owl Capital OWL Stock Holding History

Cassaday & Co Wealth Management’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 		$14.6K Buy
1,667
+8
+0.5% +$76 ﹤0.01% 821
2026
Q1 		$15.1K Buy
+1,659
New +$20.1K ﹤0.01% 816

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

Cassaday & Co Wealth Management's OWL Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Blue Owl Capital (OWL) stake by 0.48% in Q2 2026, buying an estimated $76 and bringing the position to 1,667 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Cassaday & Co Wealth Management first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.1K in Q1 2026. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,667 shares of Blue Owl Capital worth $14.6K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 8 Blue Owl Capital shares in Q2 2026, an estimated $76.
  • Blue Owl Capital made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #821 holding.
  • Cassaday & Co Wealth Management first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Blue Owl Capital position peaked at $15.1K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.