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Evolve Private Wealth’s Blue Owl Capital OWL Stock Holding History

Evolve Private 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 		$330K Buy
37,708
+18,289
+94% +$174K 0.02% 679
2026
Q1 		$177K Buy
19,419
+8,534
+78% +$103K 0.01% 945
2025
Q4 		$163K Buy
+10,885
New +$170K 0.01% 888

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

Evolve Private Wealth's OWL Position: Q2 2026 in Review

Evolve Private Wealth increased its Blue Owl Capital (OWL) stake by 94% in Q2 2026, buying an estimated $174K and bringing the position to 37,708 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #679.

Evolve Private Wealth first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Evolve Private Wealth held 37,708 shares of Blue Owl Capital worth $330K as of Q2 2026.
  • Evolve Private Wealth bought 18,289 Blue Owl Capital shares in Q2 2026, an estimated $174K.
  • Blue Owl Capital made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #679 holding.
  • Evolve Private Wealth first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.