United Capital Financial Advisors’s Blue Owl Capital OWL Stock Holding History

United Capital Financial 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	$403K	Buy	46,112 +8,256	+22%	+$78.4K	﹤0.01%	1233
2026 Q1	$346K	Buy	37,856 +19,746	+109%	+$239K	﹤0.01%	1266
2025 Q4	$271K	Sell	18,110 -10,445	-37%	-$163K	﹤0.01%	1211
2025 Q3	$483K	Buy	28,555 +516	+2%	+$9.81K	﹤0.01%	871
2025 Q2	$539K	Buy	28,039 +454	+2%	+$8.4K	﹤0.01%	761
2025 Q1	$553K	Buy	27,585 +509	+2%	+$11.4K	﹤0.01%	719
2024 Q4	$630K	Sell	27,076 -786	-3%	-$18K	0.01%	676
2024 Q3	$539K	Buy	+27,862	New	+$498K	﹤0.01%	708

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

United Capital Financial Advisors's OWL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Blue Owl Capital (OWL) stake by 22% in Q2 2026, buying an estimated $78.4K and bringing the position to 46,112 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

United Capital Financial Advisors first reported a position in OWL in Q3 2024 and has held it in 8 quarters since. The position peaked at $630K in Q4 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

United Capital Financial Advisors held 46,112 shares of Blue Owl Capital worth $403K as of Q2 2026.
United Capital Financial Advisors bought 8,256 Blue Owl Capital shares in Q2 2026, an estimated $78.4K.
Blue Owl Capital made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1233 holding.
United Capital Financial Advisors first reported a position in Blue Owl Capital in Q3 2024 and has held it in 8 quarters since.
United Capital Financial Advisors's Blue Owl Capital position peaked at $630K in Q4 2024.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.