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Cornerstone Planning Group’s Blue Owl Capital OWL Stock Holding History

Cornerstone Planning Group’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 		$1.5K Sell
163
-15
-8% -$143 ﹤0.01% 1395
2026
Q1 		$1.91K Sell
178
-697
-80% -$8.43K ﹤0.01% 1314
2025
Q4 		$12.7K Buy
875
+337
+63% +$5.27K ﹤0.01% 728
2025
Q3 		$8.53K Buy
538
+521
+3,065% +$9.91K ﹤0.01% 816
2025
Q2 		$329 Hold
17
– – ﹤0.01% 1398
2025
Q1 		$300 Buy
+17
New +$382 ﹤0.01% 1414

Other funds holding OWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
DPL
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 29.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's OWL Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Blue Owl Capital (OWL) stake by 8.4% in Q2 2026, selling an estimated $143 and leaving 163 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Cornerstone Planning Group first reported a position in OWL in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.7K in Q4 2025. 298 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Cornerstone Planning Group held 163 shares of Blue Owl Capital worth $1.5K as of Q2 2026.
  • Cornerstone Planning Group sold 15 Blue Owl Capital shares in Q2 2026, an estimated $143.
  • Blue Owl Capital made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1395 holding.
  • Cornerstone Planning Group first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Blue Owl Capital position peaked at $12.7K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.