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Elevation Wealth Partners’s Blue Owl Capital OWL Stock Holding History

Elevation Wealth Partners’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 		– Sell
-47
Closed -$430 – 1345
2026
Q1 		$430 Buy
+47
New +$568 ﹤0.01% 1049

Other funds holding OWL

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

Elevation Wealth Partners's OWL Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Blue Owl Capital (OWL) in Q2 2026, closing a stake of 47 shares — an estimated $430 sold.

Elevation Wealth Partners first reported a position in OWL in Q1 2026 and held it in 1 quarter. The position peaked at $430 in Q1 2026. 162 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 47 Blue Owl Capital shares in Q2 2026, an estimated $430.
  • Elevation Wealth Partners first reported a position in Blue Owl Capital in Q1 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's Blue Owl Capital position peaked at $430 in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.