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EverSource Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

EverSource Wealth Advisors’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 		$223K Buy
25,512
+11,704
+85% +$111K 0.01% 952
2026
Q1 		$126K Buy
13,808
+12,172
+744% +$147K ﹤0.01% 1291
2025
Q4 		$24.4K Sell
1,636
-83
-5% -$1.3K ﹤0.01% 2255
2025
Q3 		$29.1K Buy
1,719
+517
+43% +$9.83K ﹤0.01% 2084
2025
Q2 		$23.1K Buy
1,202
+525
+78% +$9.71K ﹤0.01% 2186
2025
Q1 		$13.6K Buy
677
+51
+8% +$1.15K ﹤0.01% 1926
2024
Q4 		$14.6K Buy
626
+437
+231% +$10K ﹤0.01% 1807
2024
Q3 		$3.66K Buy
189
+29
+18% +$518 ﹤0.01% 2348
2024
Q2 		$3.05K Sell
160
-205
-56% -$3.76K ﹤0.01% 2406
2024
Q1 		$6.89K Buy
+365
New +$6.12K ﹤0.01% 1882

Other funds holding OWL

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

EverSource Wealth Advisors's OWL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Blue Owl Capital (OWL) stake by 85% in Q2 2026, buying an estimated $111K and bringing the position to 25,512 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #952.

EverSource Wealth Advisors first reported a position in OWL in Q1 2024 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • EverSource Wealth Advisors held 25,512 shares of Blue Owl Capital worth $223K as of Q2 2026.
  • EverSource Wealth Advisors bought 11,704 Blue Owl Capital shares in Q2 2026, an estimated $111K.
  • Blue Owl Capital made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #952 holding.
  • EverSource Wealth Advisors first reported a position in Blue Owl Capital in Q1 2024 and has held it in 10 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.