FP
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Financial Perspectives’s Blue Owl Capital OWL Stock Holding History

Financial Perspectives’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 		$20.2K Hold
2,312
– – ﹤0.01% 453
2026
Q1 		$21.1K Hold
2,312
– – 0.01% 428
2025
Q4 		$34.5K Hold
2,312
– – 0.01% 361
2025
Q3 		$39.1K Hold
2,312
– – 0.01% 345
2025
Q2 		$44.4K Hold
2,312
– – 0.01% 324
2025
Q1 		$46.3K Hold
2,312
– – 0.02% 310
2024
Q4 		$53.8K Hold
2,312
– – 0.02% 290
2024
Q3 		$44.8K Hold
2,312
– – 0.02% 294
2024
Q2 		$41K Hold
2,312
– – 0.02% 296
2024
Q1 		$43.6K Hold
2,312
– – 0.02% 294
2023
Q4 		$34.4K Buy
2,312
+263
+13% +$3.54K 0.01% 312
2023
Q3 		$26.6K Buy
+2,049
New +$24.4K 0.01% 322

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

Financial Perspectives's OWL Position: Q2 2026 in Review

Financial Perspectives held its Blue Owl Capital (OWL) position steady in Q2 2026 at 2,312 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Financial Perspectives first reported a position in OWL in Q3 2023 and has held it in 12 quarters since. The position peaked at $53.8K in Q4 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Financial Perspectives held 2,312 shares of Blue Owl Capital worth $20.2K as of Q2 2026.
  • Financial Perspectives left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #453 holding.
  • Financial Perspectives first reported a position in Blue Owl Capital in Q3 2023 and has held it in 12 quarters since.
  • Financial Perspectives's Blue Owl Capital position peaked at $53.8K in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.