Creative Financial Designs’s Blue Owl Capital OWL Stock Holding History

Creative Financial Designs’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	$2.37M	Buy	271,113 +69,446	+34%	+$660K	0.11%	164
2026 Q1	$1.84M	Buy	201,667 +198,431	+6,132%	+$2.4M	0.11%	160
2025 Q4	$48.3K	Hold	3,236	–	–	﹤0.01%	880
2025 Q3	$54.8K	Hold	3,236	–	–	﹤0.01%	822
2025 Q2	$62.2K	Buy	3,236 +3,187	+6,504%	+$59K	﹤0.01%	792
2025 Q1	$982	Buy	+49	New	+$1.1K	﹤0.01%	1778

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

Creative Financial Designs's OWL Position: Q2 2026 in Review

Creative Financial Designs increased its Blue Owl Capital (OWL) stake by 34% in Q2 2026, buying an estimated $660K and bringing the position to 271,113 shares worth $2.37M. The position accounts for 0.11% of the portfolio, ranked #164.

Creative Financial Designs first reported a position in OWL in Q1 2025 and has held it in 6 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Creative Financial Designs held 271,113 shares of Blue Owl Capital worth $2.37M as of Q2 2026.
Creative Financial Designs bought 69,446 Blue Owl Capital shares in Q2 2026, an estimated $660K.
Blue Owl Capital made up 0.11% of Creative Financial Designs's portfolio in Q2 2026, its #164 holding.
Creative Financial Designs first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.