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Robertson Stephens Wealth Management’s Blue Owl Capital OWL Stock Holding History

Robertson Stephens Wealth Management’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 		$787K Buy
89,968
+48,042
+115% +$456K 0.02% 359
2026
Q1 		$383K Buy
41,926
+3,990
+11% +$48.2K 0.01% 460
2025
Q4 		$567K Buy
+37,936
New +$593K 0.01% 399
2024
Q4 		– Sell
-82,808
Closed -$1.6M – 620
2024
Q3 		$1.6M Buy
+82,808
New +$1.48M 0.06% 217

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

Robertson Stephens Wealth Management's OWL Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Blue Owl Capital (OWL) stake by 115% in Q2 2026, buying an estimated $456K and bringing the position to 89,968 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #359.

Robertson Stephens Wealth Management first reported a position in OWL in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.6M in Q3 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Robertson Stephens Wealth Management held 89,968 shares of Blue Owl Capital worth $787K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 48,042 Blue Owl Capital shares in Q2 2026, an estimated $456K.
  • Blue Owl Capital made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Robertson Stephens Wealth Management first reported a position in Blue Owl Capital in Q3 2024 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's Blue Owl Capital position peaked at $1.6M in Q3 2024.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.