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VestGen Advisors’s Blue Owl Capital OWL Stock Holding History

VestGen 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 		$105K Buy
+11,944
New +$113K ﹤0.01% 1061
2026
Q1 		– Sell
-17,850
Closed -$267K – 1088
2025
Q4 		$267K Buy
17,850
+912
+5% +$14.3K 0.01% 628
2025
Q3 		$287K Buy
+16,938
New +$322K 0.01% 606

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

VestGen Advisors's OWL Position: Q2 2026 in Review

VestGen Advisors opened a new position in Blue Owl Capital (OWL) in Q2 2026: 11,944 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in OWL as recently as Q4 2025.

VestGen Advisors first reported a position in OWL in Q3 2025 and has held it in 3 quarters since. The position peaked at $287K in Q3 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • VestGen Advisors held 11,944 shares of Blue Owl Capital worth $105K as of Q2 2026.
  • Blue Owl Capital was a new VestGen Advisors position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of VestGen Advisors's portfolio in Q2 2026, its #1061 holding.
  • VestGen Advisors first reported a position in Blue Owl Capital in Q3 2025 and has held it in 3 quarters since.
  • VestGen Advisors's Blue Owl Capital position peaked at $287K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.