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Strategic Wealth Partners’s Blue Owl Capital OWL Stock Holding History

Strategic Wealth Partners’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 		$3.88M Buy
442,931
+30,131
+7% +$286K 0.24% 81
2026
Q1 		$3.77M Buy
412,800
+943
+0.2% +$11.4K 0.26% 76
2025
Q4 		$6.15M Buy
411,857
+154,747
+60% +$2.42M 0.42% 75
2025
Q3 		$4.35M Buy
257,110
+3,540
+1% +$67.3K 0.32% 75
2025
Q2 		$4.87M Buy
+253,570
New +$4.69M 0.38% 74
2024
Q4 		$5.95M Sell
252,962
-11,074
-4% -$253K 0.49% 71
2024
Q3 		$5.11M Hold
264,036
– – 0.49% 67
2024
Q2 		$4.69M Sell
264,036
-3,109
-1% -$57K 0.49% 71
2024
Q1 		$5.04M Sell
267,145
-161,078
-38% -$2.7M 0.55% 61
2023
Q4 		$6.38M Sell
428,223
-35,665
-8% -$480K 0.79% 34
2023
Q3 		$6.01M Buy
463,888
+22,487
+5% +$268K 0.79% 28
2023
Q2 		$5.14M Buy
+441,401
New +$4.75M 0.67% 30

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

Strategic Wealth Partners's OWL Position: Q2 2026 in Review

Strategic Wealth Partners increased its Blue Owl Capital (OWL) stake by 7.3% in Q2 2026, buying an estimated $286K and bringing the position to 442,931 shares worth $3.88M. The position accounts for 0.24% of the portfolio, ranked #81.

Strategic Wealth Partners first reported a position in OWL in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.38M in Q4 2023. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Strategic Wealth Partners held 442,931 shares of Blue Owl Capital worth $3.88M as of Q2 2026.
  • Strategic Wealth Partners bought 30,131 Blue Owl Capital shares in Q2 2026, an estimated $286K.
  • Blue Owl Capital made up 0.24% of Strategic Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Strategic Wealth Partners first reported a position in Blue Owl Capital in Q2 2023 and has held it in 12 quarters since.
  • Strategic Wealth Partners's Blue Owl Capital position peaked at $6.38M in Q4 2023.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.