True Wealth Design
OWL icon

True Wealth Design’s Blue Owl Capital OWL Stock Holding History

True Wealth Design’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
Q3 		$30.8K Sell
3,392
-1,678
-33% -$17.6K 0.01% 691
2026
Q2 		$44.4K Buy
5,070
+4,880
+2,568% +$46.4K 0.01% 537
2026
Q1 		$1.74K Sell
190
-105
-36% -$1.27K ﹤0.01% 1605
2025
Q4 		$4.41K Buy
295
+262
+794% +$4.1K ﹤0.01% 1137
2025
Q3 		$559 Hold
33
– – ﹤0.01% 1975
2025
Q2 		$634 Buy
33
+29
+725% +$536 ﹤0.01% 1643
2025
Q1 		$81 Buy
+4
New +$90 ﹤0.01% 2267

Other funds holding OWL

Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Granite FO LLC
Granite FO LLC Bedford, New Hampshire $186M AUM 45.65% 1-Year Est. Return

True Wealth Design's OWL Position: Q3 2026 in Review

True Wealth Design reduced its Blue Owl Capital (OWL) stake by 33% in Q3 2026, selling an estimated $17.6K and leaving 3,392 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #691.

True Wealth Design first reported a position in OWL in Q1 2025 and has held it in 7 quarters since. The position peaked at $44.4K in Q2 2026. 111 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • True Wealth Design held 3,392 shares of Blue Owl Capital worth $30.8K as of Q3 2026.
  • True Wealth Design sold 1,678 Blue Owl Capital shares in Q3 2026, an estimated $17.6K.
  • Blue Owl Capital made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #691 holding.
  • True Wealth Design first reported a position in Blue Owl Capital in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Blue Owl Capital position peaked at $44.4K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.