Heritage Wealth Management (California)’s Blue Owl Capital OWL Stock Holding History

Heritage Wealth Management (California)’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	$101K	Buy	+11,542	New	+$110K	0.04%	99

Other funds holding OWL

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Heritage Wealth Management (California)'s OWL Position: Q2 2026 in Review

Heritage Wealth Management (California) opened a new position in Blue Owl Capital (OWL) in Q2 2026: 11,542 shares worth $101K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings.

192 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Heritage Wealth Management (California) held 11,542 shares of Blue Owl Capital worth $101K as of Q2 2026.
Blue Owl Capital was a new Heritage Wealth Management (California) position in Q2 2026.
Blue Owl Capital made up 0.04% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #99 holding.
192 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.