Turtle Creek Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Turtle Creek Wealth Advisors’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	$1.13M	Hold	128,813	–	–	0.06%	154
2026 Q1	$1.18M	Sell	128,813 -678,455	-84%	-$8.2M	0.09%	133
2025 Q4	$12.1M	Sell	807,268 -265,672	-25%	-$4.15M	0.95%	27
2025 Q3	$18.2M	Sell	1,072,940 -25,723	-2%	-$489K	1.62%	11
2025 Q2	$21.1M	Sell	1,098,663 -5,858	-0.5%	-$108K	2.49%	6
2025 Q1	$22.1M	Buy	1,104,521 +328	+0%	+$7.38K	3.3%	5
2024 Q4	$25.7M	Buy	1,104,193 +436,822	+65%	+$10M	5.92%	2
2024 Q3	$12.9M	Buy	667,371 +1,000	+0.2%	+$17.9K	2.59%	7
2024 Q2	$11.8M	Hold	666,371	–	–	2.74%	6
2024 Q1	$12.6M	Hold	666,371	–	–	3.08%	4
2023 Q4	$9.93M	Buy	+666,371	New	+$8.97M	2.92%	5

Other funds holding OWL

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Turtle Creek Wealth Advisors's OWL Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its Blue Owl Capital (OWL) position steady in Q2 2026 at 128,813 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #154.

Turtle Creek Wealth Advisors first reported a position in OWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.7M in Q4 2024. 203 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Turtle Creek Wealth Advisors held 128,813 shares of Blue Owl Capital worth $1.13M as of Q2 2026.
Turtle Creek Wealth Advisors left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up 0.06% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #154 holding.
Turtle Creek Wealth Advisors first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
Turtle Creek Wealth Advisors's Blue Owl Capital position peaked at $25.7M in Q4 2024.
203 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.