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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 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.

576 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.
576 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.