Diversify Wealth Management’s Blue Owl Capital OWL Stock Holding History

Diversify Wealth Management’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	$5.23M	Buy	540,535 +84,077	+18%	+$799K	0.09%	215
2026 Q1	$4.05M	Buy	456,458 +211,419	+86%	+$2.56M	0.07%	231
2025 Q4	$3.75M	Buy	245,039 +51,020	+26%	+$798K	0.17%	153
2025 Q3	$3.14M	Buy	+194,019	New	+$3.69M	0.18%	146

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

Diversify Wealth Management's OWL Position: Q2 2026 in Review

Diversify Wealth Management increased its Blue Owl Capital (OWL) stake by 18% in Q2 2026, buying an estimated $799K and bringing the position to 540,535 shares worth $5.23M. The position accounts for 0.09% of the portfolio, ranked #215.

Diversify Wealth Management first reported a position in OWL in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Diversify Wealth Management held 540,535 shares of Blue Owl Capital worth $5.23M as of Q2 2026.
Diversify Wealth Management bought 84,077 Blue Owl Capital shares in Q2 2026, an estimated $799K.
Blue Owl Capital made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #215 holding.
Diversify Wealth Management first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.