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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Lyell Wealth Management's OWL Position: Q1 2026 in Review

Lyell Wealth Management increased its Blue Owl Capital (OWL) stake by 5.2% in Q1 2026, buying an estimated $431K and bringing the position to 725,136 shares worth $6.62M. The position accounts for 0.49% of the portfolio, ranked #63.

Lyell Wealth Management first reported a position in OWL in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.3M in Q4 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Lyell Wealth Management held 725,136 shares of Blue Owl Capital worth $6.62M as of Q1 2026.
  • Lyell Wealth Management bought 35,681 Blue Owl Capital shares in Q1 2026, an estimated $431K.
  • Blue Owl Capital made up 0.49% of Lyell Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Lyell Wealth Management first reported a position in Blue Owl Capital in Q2 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's Blue Owl Capital position peaked at $10.3M in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.