Focus Partners Wealth
OWL icon

Focus Partners Wealth’s Blue Owl Capital OWL Stock Holding History

Focus Partners 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 		$11.5M Buy
1,309,058
+1,249,748
+2,107% +$11.9M 0.01% 678
2026
Q1 		$542K Buy
59,310
+22,246
+60% +$269K ﹤0.01% 1886
2025
Q4 		$554K Buy
+37,064
New +$580K ﹤0.01% 1909

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

Focus Partners Wealth's OWL Position: Q2 2026 in Review

Focus Partners Wealth increased its Blue Owl Capital (OWL) stake by 2,107% in Q2 2026, buying an estimated $11.9M and bringing the position to 1,309,058 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #678.

Focus Partners Wealth first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Focus Partners Wealth held 1,309,058 shares of Blue Owl Capital worth $11.5M as of Q2 2026.
  • Focus Partners Wealth bought 1,249,748 Blue Owl Capital shares in Q2 2026, an estimated $11.9M.
  • Blue Owl Capital made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #678 holding.
  • Focus Partners Wealth first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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