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Steward Partners Investment Advisory’s Blue Owl Capital OWL Stock Holding History

Steward Partners Investment Advisory’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 		$1.14M Buy
130,638
+10,368
+9% +$98.5K 0.01% 1216
2026
Q1 		$1.1M Sell
120,270
-20,514
-15% -$248K 0.01% 1122
2025
Q4 		$2.1M Sell
140,784
-248,973
-64% -$3.89M 0.01% 771
2025
Q3 		$6.6M Buy
389,757
+16,956
+5% +$322K 0.04% 401
2025
Q2 		$7.16M Buy
372,801
+52,388
+16% +$969K 0.06% 335
2025
Q1 		$6.42M Buy
320,413
+48,921
+18% +$1.1M 0.06% 331
2024
Q4 		$6.31M Buy
271,492
+20,384
+8% +$467K 0.06% 328
2024
Q3 		$4.86M Buy
251,108
+54,316
+28% +$970K 0.04% 368
2024
Q2 		$3.49M Buy
196,792
+53,850
+38% +$988K 0.04% 428
2024
Q1 		$2.7M Buy
142,942
+87,134
+156% +$1.46M 0.03% 489
2023
Q4 		$832K Buy
55,808
+8,822
+19% +$119K 0.01% 792
2023
Q3 		$609K Buy
46,986
+17,434
+59% +$208K 0.01% 856
2023
Q2 		$344K Buy
29,552
+7,165
+32% +$77.1K 0.01% 1070
2023
Q1 		$248K Buy
22,387
+7,174
+47% +$85.9K ﹤0.01% 1189
2022
Q4 		$161K Buy
15,213
+18
+0.1% +$190 ﹤0.01% 1336
2022
Q3 		$140K Buy
15,195
+14,147
+1,350% +$157K ﹤0.01% 1355
2022
Q2 		$11K Buy
1,048
+33
+3% +$396 ﹤0.01% 2493
2022
Q1 		$13K Hold
1,015
– – ﹤0.01% 2556
2021
Q4 		$15K Hold
1,015
– – ﹤0.01% 2442
2021
Q3 		$16K Hold
1,015
– – ﹤0.01% 2422
2021
Q2 		$13K Buy
+1,015
New +$11.5K ﹤0.01% 5658

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

Steward Partners Investment Advisory's OWL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Blue Owl Capital (OWL) stake by 8.6% in Q2 2026, buying an estimated $98.5K and bringing the position to 130,638 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1216.

Steward Partners Investment Advisory first reported a position in OWL in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.16M in Q2 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Steward Partners Investment Advisory held 130,638 shares of Blue Owl Capital worth $1.14M as of Q2 2026.
  • Steward Partners Investment Advisory bought 10,368 Blue Owl Capital shares in Q2 2026, an estimated $98.5K.
  • Blue Owl Capital made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1216 holding.
  • Steward Partners Investment Advisory first reported a position in Blue Owl Capital in Q2 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Blue Owl Capital position peaked at $7.16M in Q2 2025.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.