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Regent Peak Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Regent Peak 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 		$480K Buy
462,338
+152
+0% +$1.44K 0.09% 105
2026
Q1 		$479K Buy
462,186
+522
+0.1% +$6.31K 0.1% 92
2025
Q4 		$491K Buy
461,664
+1,850
+0.4% +$28.9K 0.1% 93
2025
Q3 		$464K Buy
+459,814
New +$8.74M 0.09% 92

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

Regent Peak Wealth Advisors's OWL Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Blue Owl Capital (OWL) stake by 0.03% in Q2 2026, buying an estimated $1.44K and bringing the position to 462,338 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #105.

Regent Peak Wealth Advisors first reported a position in OWL in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Regent Peak Wealth Advisors held 462,338 shares of Blue Owl Capital worth $480K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 152 Blue Owl Capital shares in Q2 2026, an estimated $1.44K.
  • Blue Owl Capital made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Regent Peak Wealth Advisors first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
  • Regent Peak Wealth Advisors's Blue Owl Capital position peaked at $491K in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.