TD Private Client Wealth’s Blue Owl Capital OWL Stock Holding History

TD Private Client 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	$17.4K	Buy	1,985 +518	+35%	+$4.92K	﹤0.01%	1054
2026 Q1	$13.4K	Sell	1,467 -15,786	-91%	-$191K	﹤0.01%	1065
2025 Q4	$258K	Sell	17,253 -1,250	-7%	-$19.5K	0.01%	609
2025 Q3	$313K	Buy	18,503 +8,708	+89%	+$166K	0.01%	576
2025 Q2	$188K	Sell	9,795 -12,668	-56%	-$234K	﹤0.01%	646
2025 Q1	$450K	Sell	22,463 -7,904	-26%	-$178K	0.01%	460
2024 Q4	$706K	Sell	30,367 -2,063	-6%	-$47.2K	0.02%	408
2024 Q3	$628K	Buy	32,430 +19,434	+150%	+$347K	0.02%	430
2024 Q2	$231K	Buy	+12,996	New	+$238K	0.01%	546

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

TD Private Client Wealth's OWL Position: Q2 2026 in Review

TD Private Client Wealth increased its Blue Owl Capital (OWL) stake by 35% in Q2 2026, buying an estimated $4.92K and bringing the position to 1,985 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

TD Private Client Wealth first reported a position in OWL in Q2 2024 and has held it in 9 quarters since. The position peaked at $706K in Q4 2024. 575 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

TD Private Client Wealth held 1,985 shares of Blue Owl Capital worth $17.4K as of Q2 2026.
TD Private Client Wealth bought 518 Blue Owl Capital shares in Q2 2026, an estimated $4.92K.
Blue Owl Capital made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1054 holding.
TD Private Client Wealth first reported a position in Blue Owl Capital in Q2 2024 and has held it in 9 quarters since.
TD Private Client Wealth's Blue Owl Capital position peaked at $706K in Q4 2024.
575 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.