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Twin Peaks Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Twin Peaks 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
Q1 		$11.1K Buy
+1,214
New +$14.7K ﹤0.01% 1009
2025
Q3 		– Sell
-282
Closed -$5.73K – 1506
2025
Q2 		$5.73K Buy
+282
New +$5.22K ﹤0.01% 1243

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Twin Peaks Wealth Advisors's OWL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Blue Owl Capital (OWL) in Q1 2026: 1,214 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in OWL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in OWL in Q2 2025 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,214 shares of Blue Owl Capital worth $11.1K as of Q1 2026.
  • Blue Owl Capital was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Blue Owl Capital made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1009 holding.
  • Twin Peaks Wealth Advisors first reported a position in Blue Owl Capital in Q2 2025 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.