Lyell Wealth Management
OWL icon

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

Lyell 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
Q3 		$5.78M Sell
636,173
-25,934
-4% -$273K 0.34% 63
2026
Q2 		$5.79M Sell
662,107
-63,029
-9% -$599K 0.36% 63
2026
Q1 		$6.62M Buy
725,136
+35,681
+5% +$431K 0.49% 63
2025
Q4 		$10.3M Buy
689,455
+202,569
+42% +$3.17M 0.75% 48
2025
Q3 		$8.24M Buy
486,886
+33,869
+7% +$644K 0.61% 58
2025
Q2 		$8.7M Buy
+453,017
New +$8.38M 0.69% 54

Other funds holding OWL

State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Lyell Wealth Management's OWL Position: Q3 2026 in Review

Lyell Wealth Management reduced its Blue Owl Capital (OWL) stake by 3.9% in Q3 2026, selling an estimated $273K and leaving 636,173 shares worth $5.78M. The position accounts for 0.34% of the portfolio, ranked #63.

Lyell Wealth Management first reported a position in OWL in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2025. 179 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Lyell Wealth Management held 636,173 shares of Blue Owl Capital worth $5.78M as of Q3 2026.
  • Lyell Wealth Management sold 25,934 Blue Owl Capital shares in Q3 2026, an estimated $273K.
  • Blue Owl Capital made up 0.34% of Lyell Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Lyell Wealth Management first reported a position in Blue Owl Capital in Q2 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's Blue Owl Capital position peaked at $10.3M in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.