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

SHP 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	$219	Buy	+24	New	+$290	﹤0.01%	1724

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Blue Owl Capital (OWL) in Q1 2026: 24 shares worth $219. The stake represents ﹤0.01% of the portfolio and ranks #1724 among its holdings.

545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

SHP Wealth Management held 24 shares of Blue Owl Capital worth $219 as of Q1 2026.
Blue Owl Capital was a new SHP Wealth Management position in Q1 2026.
Blue Owl Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1724 holding.
545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.