U.S. Capital Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

U.S. Capital 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	$25.4K	Buy	+16,500	New	+$199K	﹤0.01%	997

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

U.S. Capital Wealth Advisors's OWL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Blue Owl Capital (OWL) stake by 386% in Q1 2026, buying an estimated $1.08M and bringing the position to 112,305 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #509.

U.S. Capital Wealth Advisors first reported a position in OWL in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.16M in Q3 2023. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

U.S. Capital Wealth Advisors held 112,305 shares of Blue Owl Capital worth $1.03M as of Q1 2026.
U.S. Capital Wealth Advisors bought 89,179 Blue Owl Capital shares in Q1 2026, an estimated $1.08M.
Blue Owl Capital made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #509 holding.
U.S. Capital Wealth Advisors first reported a position in Blue Owl Capital in Q4 2022 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's Blue Owl Capital position peaked at $3.16M in Q3 2023.
544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.