Diversify Advisory Services’s Blue Owl Capital OWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.23M Buy
+540,535
New +$5.14M 0.09% 215
2026
Q1
Sell
-97,484
Closed -$1.55M 656
2025
Q4
$1.55M Buy
97,484
+22,547
+30% +$353K 0.05% 269
2025
Q3
$1.21M Buy
+74,937
New +$1.43M 0.04% 317
2024
Q3
Sell
-374,037
Closed -$6.33M 669
2024
Q2
$6.33M Buy
374,037
+10,707
+3% +$196K 0.35% 52
2024
Q1
$6.75M Buy
+363,330
New +$6.09M 0.4% 54

Other funds holding OWL

Diversify Advisory Services's OWL Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Blue Owl Capital (OWL) in Q2 2026: 540,535 shares worth $5.23M. The stake represents 0.09% of the portfolio and ranks #215 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in OWL as recently as Q4 2025.

Diversify Advisory Services first reported a position in OWL in Q1 2024 and has held it in 5 quarters since. The position peaked at $6.75M in Q1 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Diversify Advisory Services held 540,535 shares of Blue Owl Capital worth $5.23M as of Q2 2026.
  • Blue Owl Capital was a new Diversify Advisory Services position in Q2 2026.
  • Blue Owl Capital made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #215 holding.
  • Diversify Advisory Services first reported a position in Blue Owl Capital in Q1 2024 and has held it in 5 quarters since.
  • Diversify Advisory Services's Blue Owl Capital position peaked at $6.75M in Q1 2024.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.