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HCR Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

HCR 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
Q1 		– Sell
-104,738
Closed -$1.56M – 254
2025
Q4 		$1.56M Sell
104,738
-9,873
-9% -$154K 0.16% 88
2025
Q3 		$1.84M Buy
+114,611
New +$2.18M 0.19% 74

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

HCR Wealth Advisors's OWL Position: Q1 2026 in Review

HCR Wealth Advisors sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 104,738 shares — an estimated $1.56M sold.

HCR Wealth Advisors first reported a position in OWL in Q3 2025 and held it in 2 quarters. The position peaked at $1.84M in Q3 2025. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • HCR Wealth Advisors reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • HCR Wealth Advisors sold 104,738 Blue Owl Capital shares in Q1 2026, an estimated $1.56M.
  • HCR Wealth Advisors first reported a position in Blue Owl Capital in Q3 2025 and held it in 2 quarters.
  • HCR Wealth Advisors's Blue Owl Capital position peaked at $1.84M in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on HCR Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.