Frank Rimerman Advisors’s Blue Owl Capital OWL Stock Holding History

Frank Rimerman 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	$1.5M	Buy	+171,191	New	+$1.63M	0.08%	182
2025 Q4	–	Sell	-33,003	Closed	-$559K	–	633
2025 Q3	$559K	Buy	33,003 +22,032	+201%	+$419K	0.04%	344
2025 Q2	$211K	Sell	10,971 -26,899	-71%	-$498K	0.01%	536
2025 Q1	$759K	Buy	37,870 +19,231	+103%	+$432K	0.06%	238
2024 Q4	$434K	Buy	18,639 +8,061	+76%	+$184K	0.03%	333
2024 Q3	$205K	Sell	10,578 -27,114	-72%	-$484K	0.01%	510
2024 Q2	$669K	Buy	+37,692	New	+$691K	0.05%	286

Other funds holding OWL

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

Frank Rimerman Advisors's OWL Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Blue Owl Capital (OWL) in Q2 2026: 171,191 shares worth $1.5M. The stake represents 0.08% of the portfolio and ranks #182 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in OWL as recently as Q3 2025.

Frank Rimerman Advisors first reported a position in OWL in Q2 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Frank Rimerman Advisors held 171,191 shares of Blue Owl Capital worth $1.5M as of Q2 2026.
Blue Owl Capital was a new Frank Rimerman Advisors position in Q2 2026.
Blue Owl Capital made up 0.08% of Frank Rimerman Advisors's portfolio in Q2 2026, its #182 holding.
Frank Rimerman Advisors first reported a position in Blue Owl Capital in Q2 2024 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.