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Kingswood Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Kingswood Wealth Advisors’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 		$585K Sell
66,811
-8,794
-12% -$83.5K 0.02% 566
2026
Q1 		$690K Sell
75,605
-1,334
-2% -$16.1K 0.03% 466
2025
Q4 		$1.15M Buy
76,939
+909
+1% +$14.2K 0.06% 325
2025
Q3 		$1.29M Buy
76,030
+16,635
+28% +$316K 0.08% 263
2025
Q2 		$1.14M Buy
59,395
+11,012
+23% +$204K 0.09% 238
2025
Q1 		$970K Buy
48,383
+6,123
+14% +$138K 0.09% 248
2024
Q4 		$983K Buy
+42,260
New +$967K 0.07% 274

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

Kingswood Wealth Advisors's OWL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Blue Owl Capital (OWL) stake by 12% in Q2 2026, selling an estimated $83.5K and leaving 66,811 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #566.

Kingswood Wealth Advisors first reported a position in OWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Kingswood Wealth Advisors held 66,811 shares of Blue Owl Capital worth $585K as of Q2 2026.
  • Kingswood Wealth Advisors sold 8,794 Blue Owl Capital shares in Q2 2026, an estimated $83.5K.
  • Blue Owl Capital made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #566 holding.
  • Kingswood Wealth Advisors first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's Blue Owl Capital position peaked at $1.29M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.