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Kestra Private Wealth Services’s Blue Owl Capital OWL Stock Holding History

Kestra Private Wealth Services’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
-11,876
Closed -$177K – 1840
2025
Q4 		$177K Sell
11,876
-3,932
-25% -$61.5K ﹤0.01% 1611
2025
Q3 		$268K Sell
15,808
-5,162
-25% -$98.2K ﹤0.01% 1417
2025
Q2 		$403K Sell
20,970
-792
-4% -$14.7K 0.01% 1133
2025
Q1 		$436K Sell
21,762
-132
-0.6% -$2.97K 0.01% 1029
2024
Q4 		$509K Buy
+21,894
New +$501K 0.01% 909

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

Kestra Private Wealth Services's OWL Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 11,876 shares — an estimated $177K sold.

Kestra Private Wealth Services first reported a position in OWL in Q4 2024 and held it in 5 quarters. The position peaked at $509K in Q4 2024. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,876 Blue Owl Capital shares in Q1 2026, an estimated $177K.
  • Kestra Private Wealth Services first reported a position in Blue Owl Capital in Q4 2024 and held it in 5 quarters.
  • Kestra Private Wealth Services's Blue Owl Capital position peaked at $509K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.