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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

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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. 205 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.
  • 205 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.