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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Strategic Wealth Partners's OWL Position: Q1 2026 in Review

Strategic Wealth Partners increased its Blue Owl Capital (OWL) stake by 0.23% in Q1 2026, buying an estimated $11.4K and bringing the position to 412,800 shares worth $3.77M. The position accounts for 0.26% of the portfolio, ranked #76.

Strategic Wealth Partners first reported a position in OWL in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.38M in Q4 2023. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Strategic Wealth Partners held 412,800 shares of Blue Owl Capital worth $3.77M as of Q1 2026.
Strategic Wealth Partners bought 943 Blue Owl Capital shares in Q1 2026, an estimated $11.4K.
Blue Owl Capital made up 0.26% of Strategic Wealth Partners's portfolio in Q1 2026, its #76 holding.
Strategic Wealth Partners first reported a position in Blue Owl Capital in Q2 2023 and has held it in 11 quarters since.
Strategic Wealth Partners's Blue Owl Capital position peaked at $6.38M in Q4 2023.
544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.