SWM
OWL icon

SeaCrest Wealth Management’s Blue Owl Capital OWL Stock Holding History

SeaCrest 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
Q1 		– Sell
-16,918
Closed -$264K – 664
2025
Q4 		$264K Sell
16,918
-1,122
-6% -$17.5K 0.03% 503
2025
Q3 		$298K Buy
18,040
+2,801
+18% +$53.3K 0.03% 465
2025
Q2 		$293K Buy
+15,239
New +$282K 0.03% 462

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

SeaCrest Wealth Management's OWL Position: Q1 2026 in Review

SeaCrest Wealth Management sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 16,918 shares — an estimated $264K sold.

SeaCrest Wealth Management first reported a position in OWL in Q2 2025 and held it in 3 quarters. The position peaked at $298K in Q3 2025. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • SeaCrest Wealth Management reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 16,918 Blue Owl Capital shares in Q1 2026, an estimated $264K.
  • SeaCrest Wealth Management first reported a position in Blue Owl Capital in Q2 2025 and held it in 3 quarters.
  • SeaCrest Wealth Management's Blue Owl Capital position peaked at $298K in Q3 2025.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on SeaCrest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.