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Retirement Wealth Solutions’s Blue Owl Capital OWL Stock Holding History

Retirement Wealth Solutions’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 		$2.91K Buy
333
+143
+75% +$1.36K ﹤0.01% 447
2026
Q1 		$1.74K Buy
190
+156
+459% +$1.89K ﹤0.01% 539
2025
Q4 		$508 Buy
34
+4
+13% +$63 ﹤0.01% 676
2025
Q3 		$508 Buy
+30
New +$571 ﹤0.01% 696

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

Retirement Wealth Solutions's OWL Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Blue Owl Capital (OWL) stake by 75% in Q2 2026, buying an estimated $1.36K and bringing the position to 333 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Retirement Wealth Solutions first reported a position in OWL in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Retirement Wealth Solutions held 333 shares of Blue Owl Capital worth $2.91K as of Q2 2026.
  • Retirement Wealth Solutions bought 143 Blue Owl Capital shares in Q2 2026, an estimated $1.36K.
  • Blue Owl Capital made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #447 holding.
  • Retirement Wealth Solutions first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.