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Medallion Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Medallion Wealth 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
Q1 		$3.91K Hold
428
– – ﹤0.01% 920
2025
Q4 		$6.39K Hold
428
– – ﹤0.01% 820
2025
Q3 		$7.25K Hold
428
– – ﹤0.01% 807
2025
Q2 		$8.23K Hold
428
– – ﹤0.01% 761
2025
Q1 		$8.74K Buy
+428
New +$9.63K ﹤0.01% 705

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

Medallion Wealth Advisors's OWL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Blue Owl Capital (OWL) position steady in Q1 2026 at 428 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Medallion Wealth Advisors first reported a position in OWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.74K in Q1 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Medallion Wealth Advisors held 428 shares of Blue Owl Capital worth $3.91K as of Q1 2026.
  • Medallion Wealth Advisors left its Blue Owl Capital share count unchanged in Q1 2026.
  • Blue Owl Capital made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #920 holding.
  • Medallion Wealth Advisors first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Blue Owl Capital position peaked at $8.74K in Q1 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.