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Rothschild Investment LLC’s Blue Owl Capital OWL Stock Holding History

Rothschild Investment LLC’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 		$2.3M Buy
262,486
+69,868
+36% +$664K 0.09% 222
2026
Q1 		$1.76M Buy
192,618
+65,862
+52% +$796K 0.09% 179
2025
Q4 		$1.89M Buy
126,756
+29,406
+30% +$460K 0.1% 159
2025
Q3 		$1.65M Buy
97,350
+31,207
+47% +$593K 0.09% 173
2025
Q2 		$1.27M Buy
66,143
+5,011
+8% +$92.7K 0.08% 197
2025
Q1 		$1.23M Buy
61,132
+27,177
+80% +$611K 0.08% 210
2024
Q4 		$790K Buy
33,955
+25,795
+316% +$590K 0.05% 272
2024
Q3 		$158K Buy
8,160
+5,635
+223% +$101K 0.01% 560
2024
Q2 		$44.8K Buy
2,525
+2,515
+25,150% +$46.1K ﹤0.01% 771
2024
Q1 		$189 Hold
10
– – ﹤0.01% 1766
2023
Q4 		$149 Buy
+10
New +$135 ﹤0.01% 1285

Other funds holding OWL

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 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

Rothschild Investment LLC's OWL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Blue Owl Capital (OWL) stake by 36% in Q2 2026, buying an estimated $664K and bringing the position to 262,486 shares worth $2.3M. The position accounts for 0.09% of the portfolio, ranked #222.

Rothschild Investment LLC first reported a position in OWL in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Rothschild Investment LLC held 262,486 shares of Blue Owl Capital worth $2.3M as of Q2 2026.
  • Rothschild Investment LLC bought 69,868 Blue Owl Capital shares in Q2 2026, an estimated $664K.
  • Blue Owl Capital made up 0.09% of Rothschild Investment LLC's portfolio in Q2 2026, its #222 holding.
  • Rothschild Investment LLC first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.