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Planning Strategies’s Blue Owl Capital OWL Stock Holding History

Planning Strategies’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 		$1.23K Buy
+141
New +$1.34K ﹤0.01% 709

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Planning Strategies's OWL Position: Q2 2026 in Review

Planning Strategies opened a new position in Blue Owl Capital (OWL) in Q2 2026: 141 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings.

533 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Planning Strategies held 141 shares of Blue Owl Capital worth $1.23K as of Q2 2026.
  • Blue Owl Capital was a new Planning Strategies position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #709 holding.
  • 533 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.