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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
Q2 		$9.45K Buy
1,080
+1,056
+4,400% +$10K ﹤0.01% 997
2026
Q1 		$219 Buy
+24
New +$290 ﹤0.01% 1724

Other funds holding OWL

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

SHP Wealth Management's OWL Position: Q2 2026 in Review

SHP Wealth Management increased its Blue Owl Capital (OWL) stake by 4,400% in Q2 2026, buying an estimated $10K and bringing the position to 1,080 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

SHP Wealth Management first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • SHP Wealth Management held 1,080 shares of Blue Owl Capital worth $9.45K as of Q2 2026.
  • SHP Wealth Management bought 1,056 Blue Owl Capital shares in Q2 2026, an estimated $10K.
  • Blue Owl Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #997 holding.
  • SHP Wealth Management first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.