Financial Consulate’s Blue Owl Capital OWL Stock Holding History

Financial Consulate’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 Q1	–	Sell	-500	Closed	-$7.47K	–	1463
2025 Q4	$7.47K	Buy	+500	New	+$7.82K	﹤0.01%	662

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Financial Consulate's OWL Position: Q1 2026 in Review

Financial Consulate sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 500 shares — an estimated $7.47K sold.

Financial Consulate first reported a position in OWL in Q4 2025 and held it in 1 quarter. The position peaked at $7.47K in Q4 2025. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Financial Consulate reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 500 Blue Owl Capital shares in Q1 2026, an estimated $7.47K.
Financial Consulate first reported a position in Blue Owl Capital in Q4 2025 and held it in 1 quarter.
Financial Consulate's Blue Owl Capital position peaked at $7.47K in Q4 2025.
546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.