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Golden State Wealth Management’s Blue Owl Capital OWL Stock Holding History

Golden State Wealth Management’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 		– Sell
-350
Closed -$3.2K – 1677
2026
Q1 		$3.2K Buy
+350
New +$4.23K ﹤0.01% 1285

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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

Golden State Wealth Management's OWL Position: Q2 2026 in Review

Golden State Wealth Management sold out of Blue Owl Capital (OWL) in Q2 2026, closing a stake of 350 shares — an estimated $3.2K sold.

Golden State Wealth Management first reported a position in OWL in Q1 2026 and held it in 1 quarter. The position peaked at $3.2K in Q1 2026. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Golden State Wealth Management reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 350 Blue Owl Capital shares in Q2 2026, an estimated $3.2K.
  • Golden State Wealth Management first reported a position in Blue Owl Capital in Q1 2026 and held it in 1 quarter.
  • Golden State Wealth Management's Blue Owl Capital position peaked at $3.2K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.