Lionshead Wealth Management’s Blue Owl Capital OWL Stock Holding History

Lionshead Wealth Management’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	$132K	Buy	15,060 +325	+2%	+$3.09K	0.09%	112
2026 Q1	$135K	Buy	14,735 +308	+2%	+$3.72K	0.1%	108
2025 Q4	$216K	Buy	14,427 +225	+2%	+$3.52K	0.16%	100
2025 Q3	$240K	Buy	14,202 +168	+1%	+$3.19K	0.19%	93
2025 Q2	$270K	Buy	14,034 +167	+1%	+$3.09K	0.25%	80
2025 Q1	$278K	Buy	13,867 +115	+0.8%	+$2.59K	0.29%	72
2024 Q4	$320K	Buy	+13,752	New	+$315K	0.23%	85

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Lionshead Wealth Management's OWL Position: Q2 2026 in Review

Lionshead Wealth Management increased its Blue Owl Capital (OWL) stake by 2.2% in Q2 2026, buying an estimated $3.09K and bringing the position to 15,060 shares worth $132K. The position accounts for 0.09% of the portfolio, ranked #112.

Lionshead Wealth Management first reported a position in OWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q4 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Lionshead Wealth Management held 15,060 shares of Blue Owl Capital worth $132K as of Q2 2026.
Lionshead Wealth Management bought 325 Blue Owl Capital shares in Q2 2026, an estimated $3.09K.
Blue Owl Capital made up 0.09% of Lionshead Wealth Management's portfolio in Q2 2026, its #112 holding.
Lionshead Wealth Management first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's Blue Owl Capital position peaked at $320K in Q4 2024.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.