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Visionary Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Visionary 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 		$119K Sell
13,048
-2,455
-16% -$29.7K 0.01% 627
2025
Q4 		$232K Sell
15,503
-562
-3% -$8.79K 0.01% 556
2025
Q3 		$272K Buy
16,065
+333
+2% +$6.33K 0.01% 508
2025
Q2 		$302K Sell
15,732
-765
-5% -$14.2K 0.02% 456
2025
Q1 		$331K Buy
16,497
+95
+0.6% +$2.14K 0.02% 414
2024
Q4 		$382K Sell
16,402
-496
-3% -$11.4K 0.02% 398
2024
Q3 		$327K Buy
16,898
+113
+0.7% +$2.02K 0.02% 413
2024
Q2 		$298K Sell
16,785
-922
-5% -$16.9K 0.02% 414
2024
Q1 		$334K Buy
17,707
+652
+4% +$10.9K 0.02% 393
2023
Q4 		$254K Sell
17,055
-570
-3% -$7.67K 0.02% 421
2023
Q3 		$228K Sell
17,625
-2,250
-11% -$26.8K 0.02% 410
2023
Q2 		$232K Sell
19,875
-1,000
-5% -$10.8K 0.02% 409
2023
Q1 		$231K Buy
20,875
+4,300
+26% +$51.5K 0.02% 397
2022
Q4 		$176K Hold
16,575
– – 0.02% 397
2022
Q3 		$153K Buy
16,575
+1,800
+12% +$20K 0.02% 376
2022
Q2 		$148K Buy
14,775
+725
+5% +$8.69K 0.01% 406
2022
Q1 		$178K Buy
+14,050
New +$178K 0.01% 409

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

Visionary Wealth Advisors's OWL Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Blue Owl Capital (OWL) stake by 16% in Q1 2026, selling an estimated $29.7K and leaving 13,048 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #627.

Visionary Wealth Advisors first reported a position in OWL in Q1 2022 and has held it in 17 quarters since. The position peaked at $382K in Q4 2024. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Visionary Wealth Advisors held 13,048 shares of Blue Owl Capital worth $119K as of Q1 2026.
  • Visionary Wealth Advisors sold 2,455 Blue Owl Capital shares in Q1 2026, an estimated $29.7K.
  • Blue Owl Capital made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #627 holding.
  • Visionary Wealth Advisors first reported a position in Blue Owl Capital in Q1 2022 and has held it in 17 quarters since.
  • Visionary Wealth Advisors's Blue Owl Capital position peaked at $382K in Q4 2024.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

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