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

Dynasty 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
Q1 		– Sell
-19,208
Closed -$287K – 374
2025
Q4 		$287K Sell
19,208
-34,830
-64% -$545K ﹤0.01% 293
2025
Q3 		$915K Sell
54,038
-25,165
-32% -$479K 0.01% 173
2025
Q2 		$1.52M Buy
79,203
+1,950
+3% +$36.1K 0.03% 106
2025
Q1 		$1.55M Sell
77,253
-1,327
-2% -$29.8K 0.03% 112
2024
Q4 		$1.83M Buy
78,580
+417
+0.5% +$9.54K 0.03% 104
2024
Q3 		$1.51M Buy
78,163
+38,068
+95% +$680K 0.05% 96
2024
Q2 		$712K Buy
40,095
+24,919
+164% +$457K 0.02% 158
2024
Q1 		$286K Buy
+15,176
New +$254K 0.01% 228

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Dynasty Wealth Management's OWL Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 19,208 shares — an estimated $287K sold.

Dynasty Wealth Management first reported a position in OWL in Q1 2024 and held it in 8 quarters. The position peaked at $1.83M in Q4 2024. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 19,208 Blue Owl Capital shares in Q1 2026, an estimated $287K.
  • Dynasty Wealth Management first reported a position in Blue Owl Capital in Q1 2024 and held it in 8 quarters.
  • Dynasty Wealth Management's Blue Owl Capital position peaked at $1.83M in Q4 2024.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.