Operose Advisors’s Blue Owl Capital OWL Stock Holding History

Operose 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 Q2	$105K	Hold	12,000	–	–	0.02%	237
2026 Q1	$110K	Buy	+12,000	New	+$145K	0.03%	208

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Operose Advisors's OWL Position: Q2 2026 in Review

Operose Advisors held its Blue Owl Capital (OWL) position steady in Q2 2026 at 12,000 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #237.

Operose Advisors first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. The position peaked at $110K in Q1 2026. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Operose Advisors held 12,000 shares of Blue Owl Capital worth $105K as of Q2 2026.
Operose Advisors left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #237 holding.
Operose Advisors first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
Operose Advisors's Blue Owl Capital position peaked at $110K in Q1 2026.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.