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Foster Victor Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Foster Victor Wealth Advisors’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 		$17M Buy
1,766,585
+286,598
+19% +$2.72M 0.89% 40
2026
Q1 		$13.6M Buy
1,479,987
+693,723
+88% +$8.39M 0.78% 58
2025
Q4 		$12.5M Buy
786,264
+30,057
+4% +$470K 0.73% 61
2025
Q3 		$12.3M Buy
756,207
+101,641
+16% +$1.93M 0.77% 62
2025
Q2 		$12.7M Buy
654,566
+30,058
+5% +$556K 0.86% 54
2025
Q1 		$10.6M Buy
624,508
+132,586
+27% +$2.98M 0.85% 55
2024
Q4 		$11.9M Sell
491,922
-246,376
-33% -$5.64M 0.91% 50
2024
Q3 		$15.3M Buy
738,298
+33,122
+5% +$592K 1.22% 24
2024
Q2 		$13M Buy
705,176
+77,253
+12% +$1.42M 1.08% 34
2024
Q1 		$11.8M Buy
627,923
+207,248
+49% +$3.47M 1.08% 43
2023
Q4 		$6.29M Buy
420,675
+99,760
+31% +$1.34M 0.64% 60
2023
Q3 		$4.38M Buy
+320,915
New +$3.83M 0.51% 67

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

Foster Victor Wealth Advisors's OWL Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Blue Owl Capital (OWL) stake by 19% in Q2 2026, buying an estimated $2.72M and bringing the position to 1,766,585 shares worth $17M. The position accounts for 0.89% of the portfolio, ranked #40.

Foster Victor Wealth Advisors first reported a position in OWL in Q3 2023 and has held it in 12 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Foster Victor Wealth Advisors held 1,766,585 shares of Blue Owl Capital worth $17M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 286,598 Blue Owl Capital shares in Q2 2026, an estimated $2.72M.
  • Blue Owl Capital made up 0.89% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Foster Victor Wealth Advisors first reported a position in Blue Owl Capital in Q3 2023 and has held it in 12 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.