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Clearstead Advisors’s Blue Owl Capital OWL Stock Holding History

Clearstead Advisors’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 		$8.93K Buy
1,020
+20
+2% +$190 ﹤0.01% 2014
2026
Q1 		$9.13K Sell
1,000
-3,602
-78% -$43.5K ﹤0.01% 1610
2025
Q4 		$68.8K Buy
4,602
+3,602
+360% +$56.3K ﹤0.01% 1261
2025
Q3 		$16.9K Hold
1,000
– – ﹤0.01% 1723
2025
Q2 		$19.2K Hold
1,000
– – ﹤0.01% 1639
2025
Q1 		$20K Buy
+1,000
New +$22.5K ﹤0.01% 1423
2024
Q4 		– Sell
-5,496
Closed -$106K – 2165
2024
Q3 		$106K Buy
5,496
+651
+13% +$11.6K ﹤0.01% 1016
2024
Q2 		$86K Buy
4,845
+440
+10% +$8.07K ﹤0.01% 1032
2024
Q1 		$81K Buy
4,405
+990
+29% +$16.6K ﹤0.01% 646
2023
Q4 		$50.9K Sell
3,415
-4,195
-55% -$56.4K ﹤0.01% 731
2023
Q3 		$98.6K Buy
+7,610
New +$90.8K ﹤0.01% 735

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

Clearstead Advisors's OWL Position: Q2 2026 in Review

Clearstead Advisors increased its Blue Owl Capital (OWL) stake by 2% in Q2 2026, buying an estimated $190 and bringing the position to 1,020 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Clearstead Advisors first reported a position in OWL in Q3 2023 and has held it in 11 quarters since. The position peaked at $106K in Q3 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Clearstead Advisors held 1,020 shares of Blue Owl Capital worth $8.93K as of Q2 2026.
  • Clearstead Advisors bought 20 Blue Owl Capital shares in Q2 2026, an estimated $190.
  • Blue Owl Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2014 holding.
  • Clearstead Advisors first reported a position in Blue Owl Capital in Q3 2023 and has held it in 11 quarters since.
  • Clearstead Advisors's Blue Owl Capital position peaked at $106K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.