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

Heritage 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
-253
Closed -$3.78K – 698
2025
Q4 		$3.78K Hold
253
– – ﹤0.01% 514
2025
Q3 		$4.28K Hold
253
– – ﹤0.01% 480
2025
Q2 		$4.86K Hold
253
– – ﹤0.01% 463
2025
Q1 		$5.07K Hold
253
– – ﹤0.01% 456
2024
Q4 		$5.88K Buy
+253
New +$5.79K ﹤0.01% 477

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

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

Heritage Wealth Advisors sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 253 shares — an estimated $3.78K sold.

Heritage Wealth Advisors first reported a position in OWL in Q4 2024 and held it in 5 quarters. The position peaked at $5.88K in Q4 2024. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 253 Blue Owl Capital shares in Q1 2026, an estimated $3.78K.
  • Heritage Wealth Advisors first reported a position in Blue Owl Capital in Q4 2024 and held it in 5 quarters.
  • Heritage Wealth Advisors's Blue Owl Capital position peaked at $5.88K in Q4 2024.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.