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Tripletail Wealth Management’s Blue Owl Capital OWL Stock Holding History

Tripletail Wealth Management’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 		$24.4K Sell
2,700
-6,000
-69% -$57K 0.03% 195
2026
Q1 		$74.6K Buy
8,700
+1,000
+13% +$12.1K 0.1% 122
2025
Q4 		$115K Sell
7,700
-4,500
-37% -$70.4K 0.15% 100
2025
Q3 		$204K Buy
12,200
+500
+4% +$9.51K 0.24% 71
2025
Q2 		$231K Buy
+11,700
New +$216K 0.33% 63

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

Tripletail Wealth Management's OWL Position: Q2 2026 in Review

Tripletail Wealth Management reduced its Blue Owl Capital (OWL) stake by 69% in Q2 2026, selling an estimated $57K and leaving 2,700 shares worth $24.4K. The position accounts for 0.03% of the portfolio, ranked #195.

Tripletail Wealth Management first reported a position in OWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $231K in Q2 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Tripletail Wealth Management held 2,700 shares of Blue Owl Capital worth $24.4K as of Q2 2026.
  • Tripletail Wealth Management sold 6,000 Blue Owl Capital shares in Q2 2026, an estimated $57K.
  • Blue Owl Capital made up 0.03% of Tripletail Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Tripletail Wealth Management first reported a position in Blue Owl Capital in Q2 2025 and has held it in 5 quarters since.
  • Tripletail Wealth Management's Blue Owl Capital position peaked at $231K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.