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

Physician 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 Q2	$7.67K	Sell	876 -201	-19%	-$1.91K	﹤0.01%	948
2026 Q1	$9.83K	Sell	1,077 -638	-37%	-$7.71K	﹤0.01%	804
2025 Q4	$25.6K	Buy	1,715 +54	+3%	+$844	﹤0.01%	528
2025 Q3	$28.1K	Sell	1,661 -81	-5%	-$1.54K	﹤0.01%	495
2025 Q2	$33.5K	Buy	1,742 +81	+5%	+$1.5K	0.01%	417
2025 Q1	$33.3K	Hold	1,661	–	–	0.01%	397
2024 Q4	$38.6K	Buy	+1,661	New	+$38K	0.01%	385

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

Physician Wealth Advisors's OWL Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Blue Owl Capital (OWL) stake by 19% in Q2 2026, selling an estimated $1.91K and leaving 876 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Physician Wealth Advisors first reported a position in OWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.6K in Q4 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Physician Wealth Advisors held 876 shares of Blue Owl Capital worth $7.67K as of Q2 2026.
Physician Wealth Advisors sold 201 Blue Owl Capital shares in Q2 2026, an estimated $1.91K.
Blue Owl Capital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #948 holding.
Physician Wealth Advisors first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Blue Owl Capital position peaked at $38.6K in Q4 2024.
576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.