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Principia Wealth Advisory’s Blue Owl Capital OWL Stock Holding History

Principia Wealth Advisory’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 		$1.34K Buy
153
+114
+292% +$1.08K ﹤0.01% 701
2026
Q1 		$356 Buy
39
+9
+30% +$109 ﹤0.01% 896
2025
Q4 		$448 Sell
30
-22
-42% -$344 ﹤0.01% 834
2025
Q3 		$880 Buy
52
+4
+8% +$76 ﹤0.01% 682
2025
Q2 		$922 Sell
48
-5
-9% -$92 ﹤0.01% 598
2025
Q1 		$965 Buy
+53
New +$1.19K ﹤0.01% 401

Other funds holding OWL

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

Principia Wealth Advisory's OWL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Blue Owl Capital (OWL) stake by 292% in Q2 2026, buying an estimated $1.08K and bringing the position to 153 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Principia Wealth Advisory first reported a position in OWL in Q1 2025 and has held it in 6 quarters since. 575 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Principia Wealth Advisory held 153 shares of Blue Owl Capital worth $1.34K as of Q2 2026.
  • Principia Wealth Advisory bought 114 Blue Owl Capital shares in Q2 2026, an estimated $1.08K.
  • Blue Owl Capital made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #701 holding.
  • Principia Wealth Advisory first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
  • 575 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.