Envestnet Portfolio Solutions’s Blue Owl Capital OWL Stock Holding History

Envestnet Portfolio Solutions’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	$194K	Buy	22,173 +6,198	+39%	+$58.9K	﹤0.01%	1362
2026 Q1	$146K	Buy	15,975 +2,684	+20%	+$32.4K	﹤0.01%	1283
2025 Q4	$199K	Buy	+13,291	New	+$208K	﹤0.01%	1467
2025 Q2	–	Sell	-10,899	Closed	-$218K	–	1613
2025 Q1	$218K	Sell	10,899 -11,242	-51%	-$253K	﹤0.01%	1459
2024 Q4	$515K	Buy	22,141 +86	+0.4%	+$1.97K	﹤0.01%	1228
2024 Q3	$427K	Buy	22,055 +8,353	+61%	+$149K	﹤0.01%	1281
2024 Q2	$243K	Buy	13,702 +1,978	+17%	+$36.3K	﹤0.01%	1490
2024 Q1	$221K	Buy	+11,724	New	+$196K	﹤0.01%	1515

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

Envestnet Portfolio Solutions's OWL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Blue Owl Capital (OWL) stake by 39% in Q2 2026, buying an estimated $58.9K and bringing the position to 22,173 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Envestnet Portfolio Solutions first reported a position in OWL in Q1 2024 and has held it in 8 quarters since. The position peaked at $515K in Q4 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Envestnet Portfolio Solutions held 22,173 shares of Blue Owl Capital worth $194K as of Q2 2026.
Envestnet Portfolio Solutions bought 6,198 Blue Owl Capital shares in Q2 2026, an estimated $58.9K.
Blue Owl Capital made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1362 holding.
Envestnet Portfolio Solutions first reported a position in Blue Owl Capital in Q1 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's Blue Owl Capital position peaked at $515K in Q4 2024.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.