IWC
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Integrated Wealth Concepts’s Blue Owl Capital OWL Stock Holding History

Integrated Wealth Concepts’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 		$635K Buy
69,505
+57,508
+479% +$695K 0.01% 1402
2025
Q4 		$179K Buy
+11,997
New +$188K ﹤0.01% 1540

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Integrated Wealth Concepts's OWL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Blue Owl Capital (OWL) stake by 479% in Q1 2026, buying an estimated $695K and bringing the position to 69,505 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #1402.

Integrated Wealth Concepts first reported a position in OWL in Q4 2025 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Integrated Wealth Concepts held 69,505 shares of Blue Owl Capital worth $635K as of Q1 2026.
  • Integrated Wealth Concepts bought 57,508 Blue Owl Capital shares in Q1 2026, an estimated $695K.
  • Blue Owl Capital made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1402 holding.
  • Integrated Wealth Concepts first reported a position in Blue Owl Capital in Q4 2025 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.