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Global Retirement Partners’s Blue Owl Capital OWL Stock Holding History

Global Retirement Partners’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 		$65K Buy
+7,431
New +$70.6K ﹤0.01% 2347
2025
Q4 		$79.8K Sell
5,341
-27,242
-84% -$426K ﹤0.01% 2048
2025
Q3 		$552K Buy
32,583
+2,451
+8% +$46.6K 0.01% 737
2025
Q2 		$579K Buy
+30,132
New +$557K 0.01% 662
2024
Q4 		$593K Buy
25,499
+413
+2% +$9.45K 0.02% 578
2024
Q3 		$486K Buy
25,086
+24,827
+9,586% +$443K 0.01% 637
2024
Q2 		$4.6K Hold
259
– – ﹤0.01% 2651
2024
Q1 		$4.88K Buy
259
+190
+275% +$3.18K ﹤0.01% 2404
2023
Q4 		$1.02K Hold
69
– – ﹤0.01% 2896
2023
Q3 		$884 Hold
69
– – ﹤0.01% 2802
2023
Q2 		$804 Hold
69
– – ﹤0.01% 2837
2023
Q1 		$735 Buy
+69
New +$826 ﹤0.01% 2821

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

Global Retirement Partners's OWL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Blue Owl Capital (OWL) in Q2 2026: 7,431 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #2347 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OWL as recently as Q4 2025.

Global Retirement Partners first reported a position in OWL in Q1 2023 and has held it in 12 quarters since. The position peaked at $593K in Q4 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Global Retirement Partners held 7,431 shares of Blue Owl Capital worth $65K as of Q2 2026.
  • Blue Owl Capital was a new Global Retirement Partners position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2347 holding.
  • Global Retirement Partners first reported a position in Blue Owl Capital in Q1 2023 and has held it in 12 quarters since.
  • Global Retirement Partners's Blue Owl Capital position peaked at $593K in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.