Sound Income Strategies’s Blue Owl Capital OWL Stock Holding History

Sound Income Strategies’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	–	Sell	-200	Closed	-$1.74K	–	1800
2026 Q1	$1.74K	Hold	200	–	–	﹤0.01%	2189
2025 Q4	$3.19K	Hold	200	–	–	﹤0.01%	1996
2025 Q3	$3.25K	Buy	+200	New	+$3.8K	﹤0.01%	1266
2025 Q2	–	Sell	-166	Closed	-$3.33K	–	1675
2025 Q1	$3.33K	Sell	166 -181	-52%	-$4.07K	﹤0.01%	1144
2024 Q4	$8.07K	Buy	+347	New	+$7.94K	﹤0.01%	886

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sound Income Strategies's OWL Position: Q2 2026 in Review

Sound Income Strategies sold out of Blue Owl Capital (OWL) in Q2 2026, closing a stake of 200 shares — an estimated $1.74K sold.

Sound Income Strategies first reported a position in OWL in Q4 2024 and held it in 5 quarters. The position peaked at $8.07K in Q4 2024. 376 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Sound Income Strategies reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 200 Blue Owl Capital shares in Q2 2026, an estimated $1.74K.
Sound Income Strategies first reported a position in Blue Owl Capital in Q4 2024 and held it in 5 quarters.
Sound Income Strategies's Blue Owl Capital position peaked at $8.07K in Q4 2024.
376 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.