JSW
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Journey Strategic Wealth’s Blue Owl Capital OWL Stock Holding History

Journey Strategic Wealth’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 		$431K Buy
47,246
+36,447
+338% +$441K 0.01% 391
2025
Q4 		$161K Buy
+10,799
New +$169K ﹤0.01% 735

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

Journey Strategic Wealth's OWL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Blue Owl Capital (OWL) stake by 338% in Q1 2026, buying an estimated $441K and bringing the position to 47,246 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #391.

Journey Strategic Wealth first reported a position in OWL in Q4 2025 and has held it in 2 quarters since. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Journey Strategic Wealth held 47,246 shares of Blue Owl Capital worth $431K as of Q1 2026.
  • Journey Strategic Wealth bought 36,447 Blue Owl Capital shares in Q1 2026, an estimated $441K.
  • Blue Owl Capital made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #391 holding.
  • Journey Strategic Wealth first reported a position in Blue Owl Capital in Q4 2025 and has held it in 2 quarters since.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.