Toth Financial Advisory’s Blue Owl Capital OWL Stock Holding History

Toth Financial 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	$19.3K	Hold	2,200	–	–	﹤0.01%	508
2026 Q1	$20.1K	Sell	2,200 -7,325	-77%	-$88.5K	﹤0.01%	485
2025 Q4	$142K	Sell	9,525 -51,775	-84%	-$810K	0.02%	240
2025 Q3	$1.04M	Hold	61,300	–	–	0.11%	134
2025 Q2	$1.18M	Buy	61,300 +4,400	+8%	+$81.4K	0.14%	116
2025 Q1	$1.14M	Buy	56,900 +1,000	+2%	+$22.5K	0.14%	117
2024 Q4	$1.3M	Sell	55,900 -500	-0.9%	-$11.4K	0.15%	115
2024 Q3	$1.09M	Sell	56,400 -5,328	-9%	-$95.2K	0.13%	117
2024 Q2	$1.1M	Buy	61,728 +2,700	+5%	+$49.5K	0.14%	116
2024 Q1	$1.11M	Buy	59,028 +6,528	+12%	+$109K	0.14%	118
2023 Q4	$782K	Buy	52,500 +25,000	+91%	+$336K	0.11%	134
2023 Q3	$356K	Buy	27,500 +25,500	+1,275%	+$304K	0.05%	162
2023 Q2	$23.3K	Buy	2,000 +80	+4%	+$861	﹤0.01%	373
2023 Q1	$21.3K	Hold	1,920	–	–	﹤0.01%	376
2022 Q4	$20.4K	Buy	1,920 +320	+20%	+$3.38K	﹤0.01%	376
2022 Q3	$15K	Buy	+1,600	New	+$17.8K	﹤0.01%	403

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

Toth Financial Advisory's OWL Position: Q2 2026 in Review

Toth Financial Advisory held its Blue Owl Capital (OWL) position steady in Q2 2026 at 2,200 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Toth Financial Advisory first reported a position in OWL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q4 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Toth Financial Advisory held 2,200 shares of Blue Owl Capital worth $19.3K as of Q2 2026.
Toth Financial Advisory left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #508 holding.
Toth Financial Advisory first reported a position in Blue Owl Capital in Q3 2022 and has held it in 16 quarters since.
Toth Financial Advisory's Blue Owl Capital position peaked at $1.3M in Q4 2024.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.