SDWIA
OWL icon

Schwarz Dygos Wheeler Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
Q1 		– Sell
-10,500
Closed -$157K – 176
2025
Q4 		$157K Buy
+10,500
New +$164K 0.03% 166

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Schwarz Dygos Wheeler Investment Advisors's OWL Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 10,500 shares — an estimated $157K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in OWL in Q4 2025 and held it in 1 quarter. The position peaked at $157K in Q4 2025. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 10,500 Blue Owl Capital shares in Q1 2026, an estimated $157K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Blue Owl Capital in Q4 2025 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's Blue Owl Capital position peaked at $157K in Q4 2025.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.