Perfromance Wealth Partners’s Blue Owl Capital OWL Stock Holding History

Perfromance Wealth Partners’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	$129K	Sell	14,147 -13,839	-49%	-$167K	﹤0.01%	211
2025 Q4	$418K	Buy	27,986 +437	+2%	+$6.83K	0.01%	141
2025 Q3	$466K	Buy	27,549 +324	+1%	+$6.16K	0.01%	124
2025 Q2	$523K	Sell	27,225 -117,981	-81%	-$2.18M	0.02%	104
2025 Q1	$2.91M	Buy	145,206 +28,242	+24%	+$635K	0.1%	34
2024 Q4	$2.72M	Buy	+116,964	New	+$2.68M	0.09%	38

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Perfromance Wealth Partners's OWL Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Blue Owl Capital (OWL) stake by 49% in Q1 2026, selling an estimated $167K and leaving 14,147 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Perfromance Wealth Partners first reported a position in OWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.91M in Q1 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Perfromance Wealth Partners held 14,147 shares of Blue Owl Capital worth $129K as of Q1 2026.
Perfromance Wealth Partners sold 13,839 Blue Owl Capital shares in Q1 2026, an estimated $167K.
Blue Owl Capital made up ﹤0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #211 holding.
Perfromance Wealth Partners first reported a position in Blue Owl Capital in Q4 2024 and has held it in 6 quarters since.
Perfromance Wealth Partners's Blue Owl Capital position peaked at $2.91M in Q1 2025.
544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.