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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
Q3 		$1.47K Sell
162
-171
-51% -$1.8K ﹤0.01% 663
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Retirement Wealth Solutions's OWL Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Blue Owl Capital (OWL) stake by 51% in Q3 2026, selling an estimated $1.8K and leaving 162 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Retirement Wealth Solutions first reported a position in OWL in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.91K in Q2 2026. 19 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Retirement Wealth Solutions held 162 shares of Blue Owl Capital worth $1.47K as of Q3 2026.
  • Retirement Wealth Solutions sold 171 Blue Owl Capital shares in Q3 2026, an estimated $1.8K.
  • Blue Owl Capital made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #663 holding.
  • Retirement Wealth Solutions first reported a position in Blue Owl Capital in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Blue Owl Capital position peaked at $2.91K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.