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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
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

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

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

Lyell Wealth Management reduced its Blue Owl Capital (OWL) stake by 8.7% in Q2 2026, selling an estimated $599K and leaving 662,107 shares worth $5.79M. The position accounts for 0.36% of the portfolio, ranked #63.

Lyell Wealth Management first reported a position in OWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.3M in Q4 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Lyell Wealth Management held 662,107 shares of Blue Owl Capital worth $5.79M as of Q2 2026.
  • Lyell Wealth Management sold 63,029 Blue Owl Capital shares in Q2 2026, an estimated $599K.
  • Blue Owl Capital made up 0.36% of Lyell Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Lyell Wealth Management first reported a position in Blue Owl Capital in Q2 2025 and has held it in 5 quarters since.
  • Lyell Wealth Management's Blue Owl Capital position peaked at $10.3M in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.