Evoke Wealth’s Blue Owl Capital OWL Stock Holding History

Evoke Wealth’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	-54,224	Closed	-$495K	–	459
2026 Q1	$495K	Buy	+54,224	New	+$655K	0.01%	406

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

Evoke Wealth's OWL Position: Q2 2026 in Review

Evoke Wealth sold out of Blue Owl Capital (OWL) in Q2 2026, closing a stake of 54,224 shares — an estimated $495K sold.

Evoke Wealth first reported a position in OWL in Q1 2026 and held it in 1 quarter. The position peaked at $495K in Q1 2026. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Evoke Wealth reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 54,224 Blue Owl Capital shares in Q2 2026, an estimated $495K.
Evoke Wealth first reported a position in Blue Owl Capital in Q1 2026 and held it in 1 quarter.
Evoke Wealth's Blue Owl Capital position peaked at $495K in Q1 2026.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.