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Onyx Bridge Wealth Group’s Blue Owl Capital OWL Stock Holding History

Onyx Bridge Wealth Group’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 		– Sell
-13,879
Closed -$207K – 383
2025
Q4 		$207K Sell
13,879
-35
-0.3% -$547 0.02% 337
2025
Q3 		$236K Buy
13,914
+25
+0.2% +$475 0.03% 311
2025
Q2 		$267K Buy
13,889
+19
+0.1% +$351 0.04% 243
2025
Q1 		$278K Sell
13,870
-2,037
-13% -$45.8K 0.04% 221
2024
Q4 		$370K Buy
15,907
+179
+1% +$4.1K 0.05% 187
2024
Q3 		$304K Buy
15,728
+120
+0.8% +$2.14K 0.05% 210
2024
Q2 		$277K Buy
15,608
+110
+0.7% +$2.02K 0.05% 209
2024
Q1 		$291K Sell
15,498
-5,985
-28% -$100K 0.05% 195
2023
Q4 		$320K Sell
21,483
-5,677
-21% -$76.4K 0.06% 185
2023
Q3 		$352K Sell
27,160
-1,761
-6% -$21K 0.08% 159
2023
Q2 		$337K Buy
28,921
+15,630
+118% +$168K 0.08% 164
2023
Q1 		$147K Buy
+13,291
New +$159K 0.06% 168

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Onyx Bridge Wealth Group's OWL Position: Q1 2026 in Review

Onyx Bridge Wealth Group sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 13,879 shares — an estimated $207K sold.

Onyx Bridge Wealth Group first reported a position in OWL in Q1 2023 and held it in 12 quarters. The position peaked at $370K in Q4 2024. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Onyx Bridge Wealth Group reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 13,879 Blue Owl Capital shares in Q1 2026, an estimated $207K.
  • Onyx Bridge Wealth Group first reported a position in Blue Owl Capital in Q1 2023 and held it in 12 quarters.
  • Onyx Bridge Wealth Group's Blue Owl Capital position peaked at $370K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.