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Simplicity Wealth’s Blue Owl Capital OWL Stock Holding History

Simplicity Wealth’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 		$1.08M Buy
+123,675
New +$1.17M 0.04% 397

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

Simplicity Wealth's OWL Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Blue Owl Capital (OWL) in Q2 2026: 123,675 shares worth $1.08M. The stake represents 0.04% of the portfolio and ranks #397 among its holdings.

574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Simplicity Wealth held 123,675 shares of Blue Owl Capital worth $1.08M as of Q2 2026.
  • Blue Owl Capital was a new Simplicity Wealth position in Q2 2026.
  • Blue Owl Capital made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #397 holding.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.