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Legacy Advisors’s Blue Owl Capital OWL Stock Holding History

Legacy 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 		$149K Buy
17,000
+5,038
+42% +$47.9K 0.01% 324
2026
Q1 		$109K Buy
+11,962
New +$145K 0.01% 272

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

Legacy Advisors's OWL Position: Q2 2026 in Review

Legacy Advisors increased its Blue Owl Capital (OWL) stake by 42% in Q2 2026, buying an estimated $47.9K and bringing the position to 17,000 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #324.

Legacy Advisors first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Legacy Advisors held 17,000 shares of Blue Owl Capital worth $149K as of Q2 2026.
  • Legacy Advisors bought 5,038 Blue Owl Capital shares in Q2 2026, an estimated $47.9K.
  • Blue Owl Capital made up 0.01% of Legacy Advisors's portfolio in Q2 2026, its #324 holding.
  • Legacy Advisors first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.