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Roxbury Financial’s Blue Owl Capital OWL Stock Holding History

Roxbury Financial’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 		$8.91K Sell
1,018
-751
-42% -$7.13K 0.01% 329
2026
Q1 		$16.2K Buy
1,769
+4
+0.2% +$48 0.01% 276
2025
Q4 		$26.4K Buy
1,765
+1,400
+384% +$21.9K 0.02% 232
2025
Q3 		$6.18K Hold
365
– – 0.01% 310
2025
Q2 		$7.01K Hold
365
– – 0.01% 299
2025
Q1 		$7.86K Hold
365
– – 0.01% 281
2024
Q4 		$8.66K Buy
+365
New +$8.35K 0.01% 307

Other funds holding OWL

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GFL
Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return

Roxbury Financial's OWL Position: Q2 2026 in Review

Roxbury Financial reduced its Blue Owl Capital (OWL) stake by 42% in Q2 2026, selling an estimated $7.13K and leaving 1,018 shares worth $8.91K. The position accounts for 0.01% of the portfolio, ranked #329.

Roxbury Financial first reported a position in OWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.4K in Q4 2025. 110 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Roxbury Financial held 1,018 shares of Blue Owl Capital worth $8.91K as of Q2 2026.
  • Roxbury Financial sold 751 Blue Owl Capital shares in Q2 2026, an estimated $7.13K.
  • Blue Owl Capital made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #329 holding.
  • Roxbury Financial first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Blue Owl Capital position peaked at $26.4K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.