Salem Investment Counselors’s Blue Owl Capital OWL Stock Holding History

Salem Investment Counselors’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	$2.44K	Buy	279 +191	+217%	+$1.81K	﹤0.01%	1088
2026 Q1	$804	Buy	+88	New	+$1.06K	﹤0.01%	1144
2025 Q4	–	Sell	-1,964	Closed	-$33.3K	–	911
2025 Q3	$33.3K	Hold	1,964	–	–	﹤0.01%	671
2025 Q2	$37.7K	Hold	1,964	–	–	﹤0.01%	631
2025 Q1	$39.4K	Buy	1,964 +295	+18%	+$6.63K	﹤0.01%	608
2024 Q4	$38.8K	Hold	1,669	–	–	﹤0.01%	623
2024 Q3	$32.3K	Buy	1,669 +422	+34%	+$7.54K	﹤0.01%	669
2024 Q2	$22.1K	Hold	1,247	–	–	﹤0.01%	710
2024 Q1	$23.5K	Sell	1,247 -1,912	-61%	-$32K	﹤0.01%	689
2023 Q4	$47.1K	Buy	3,159 +1,159	+58%	+$15.6K	﹤0.01%	555
2023 Q3	$25.9K	Hold	2,000	–	–	﹤0.01%	642
2023 Q2	$23.3K	Hold	2,000	–	–	﹤0.01%	668
2023 Q1	$22.2K	Hold	2,000	–	–	﹤0.01%	674
2022 Q4	$21.2K	Hold	2,000	–	–	﹤0.01%	651
2022 Q3	$18K	Hold	2,000	–	–	﹤0.01%	658
2022 Q2	$20K	Hold	2,000	–	–	﹤0.01%	661
2022 Q1	$25K	Hold	2,000	–	–	﹤0.01%	616
2021 Q4	$30K	Buy	+2,000	New	+$31.6K	﹤0.01%	642

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Salem Investment Counselors's OWL Position: Q2 2026 in Review

Salem Investment Counselors increased its Blue Owl Capital (OWL) stake by 217% in Q2 2026, buying an estimated $1.81K and bringing the position to 279 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Salem Investment Counselors first reported a position in OWL in Q4 2021 and has held it in 18 quarters since. The position peaked at $47.1K in Q4 2023. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Salem Investment Counselors held 279 shares of Blue Owl Capital worth $2.44K as of Q2 2026.
Salem Investment Counselors bought 191 Blue Owl Capital shares in Q2 2026, an estimated $1.81K.
Blue Owl Capital made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1088 holding.
Salem Investment Counselors first reported a position in Blue Owl Capital in Q4 2021 and has held it in 18 quarters since.
Salem Investment Counselors's Blue Owl Capital position peaked at $47.1K in Q4 2023.
576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.