Creative Planning
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Creative Planning’s Blue Owl Capital OWL Stock Holding History

Creative 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 		$6.09M Buy
695,543
+260,850
+60% +$2.48M ﹤0.01% 1255
2026
Q1 		$3.97M Buy
434,693
+283,137
+187% +$3.42M ﹤0.01% 1367
2025
Q4 		$2.26M Buy
151,556
+67,594
+81% +$1.06M ﹤0.01% 1632
2025
Q3 		$1.42M Buy
83,962
+4,360
+5% +$82.9K ﹤0.01% 1810
2025
Q2 		$1.53M Sell
79,602
-1,212
-1% -$22.4K ﹤0.01% 1531
2025
Q1 		$1.62M Buy
80,814
+21,076
+35% +$474K ﹤0.01% 1348
2024
Q4 		$1.39M Buy
59,738
+6,891
+13% +$158K ﹤0.01% 1392
2024
Q3 		$1.02M Buy
52,847
+2,076
+4% +$37.1K ﹤0.01% 1494
2024
Q2 		$901K Buy
50,771
+10,224
+25% +$188K ﹤0.01% 1483
2024
Q1 		$765K Buy
40,547
+22,597
+126% +$379K ﹤0.01% 1536
2023
Q4 		$267K Buy
+17,950
New +$242K ﹤0.01% 2170

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

Creative Planning's OWL Position: Q2 2026 in Review

Creative Planning increased its Blue Owl Capital (OWL) stake by 60% in Q2 2026, buying an estimated $2.48M and bringing the position to 695,543 shares worth $6.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Creative Planning first reported a position in OWL in Q4 2023 and has held it in 11 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Creative Planning held 695,543 shares of Blue Owl Capital worth $6.09M as of Q2 2026.
  • Creative Planning bought 260,850 Blue Owl Capital shares in Q2 2026, an estimated $2.48M.
  • Blue Owl Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1255 holding.
  • Creative Planning first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.