Center for Financial Planning’s Blue Owl Capital OWL Stock Holding History

Center for Financial Planning’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	$42K	Buy	4,795 +395	+9%	+$3.75K	﹤0.01%	349
2026 Q1	$40.2K	Buy	4,400 +4,200	+2,100%	+$50.8K	﹤0.01%	333
2025 Q4	$2.99K	Hold	200	–	–	﹤0.01%	588
2025 Q3	$3.39K	Hold	200	–	–	﹤0.01%	565
2025 Q2	$3.84K	Hold	200	–	–	﹤0.01%	530
2025 Q1	$4.01K	Hold	200	–	–	﹤0.01%	547
2024 Q4	$4.65K	Hold	200	–	–	﹤0.01%	487
2024 Q3	$3.87K	Hold	200	–	–	﹤0.01%	469
2024 Q2	$3.55K	Hold	200	–	–	﹤0.01%	473
2024 Q1	$3.77K	Hold	200	–	–	﹤0.01%	487
2023 Q4	$2.98K	Hold	200	–	–	﹤0.01%	448
2023 Q3	$2.59K	Hold	200	–	–	﹤0.01%	448
2023 Q2	$2.33K	Hold	200	–	–	﹤0.01%	487
2023 Q1	$2.22K	Hold	200	–	–	﹤0.01%	445
2022 Q4	$2.12K	Hold	200	–	–	﹤0.01%	460
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	544
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	475
2022 Q1	$3K	Buy	200 +37	+23%	+$469	﹤0.01%	457
2021 Q4	$2K	Buy	+163	New	+$2.57K	﹤0.01%	487

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Center for Financial Planning's OWL Position: Q2 2026 in Review

Center for Financial Planning increased its Blue Owl Capital (OWL) stake by 9% in Q2 2026, buying an estimated $3.75K and bringing the position to 4,795 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Center for Financial Planning first reported a position in OWL in Q4 2021 and has held it in 19 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Center for Financial Planning held 4,795 shares of Blue Owl Capital worth $42K as of Q2 2026.
Center for Financial Planning bought 395 Blue Owl Capital shares in Q2 2026, an estimated $3.75K.
Blue Owl Capital made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #349 holding.
Center for Financial Planning first reported a position in Blue Owl Capital in Q4 2021 and has held it in 19 quarters since.
576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.