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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
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

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

True Wealth Design's OWL Position: Q2 2026 in Review

True Wealth Design increased its Blue Owl Capital (OWL) stake by 2,568% in Q2 2026, buying an estimated $46.4K and bringing the position to 5,070 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #537.

True Wealth Design first reported a position in OWL in Q1 2025 and has held it in 6 quarters since. 575 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • True Wealth Design held 5,070 shares of Blue Owl Capital worth $44.4K as of Q2 2026.
  • True Wealth Design bought 4,880 Blue Owl Capital shares in Q2 2026, an estimated $46.4K.
  • Blue Owl Capital made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #537 holding.
  • True Wealth Design first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
  • 575 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.