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Waddell & Associates’s Blue Owl Capital OWL Stock Holding History

Waddell & Associates’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 		$192K Sell
21,920
-624
-3% -$5.93K 0.01% 521
2026
Q1 		$206K Buy
+22,544
New +$273K 0.01% 416

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

Waddell & Associates's OWL Position: Q2 2026 in Review

Waddell & Associates reduced its Blue Owl Capital (OWL) stake by 2.8% in Q2 2026, selling an estimated $5.93K and leaving 21,920 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #521.

Waddell & Associates first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. The position peaked at $206K in Q1 2026. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Waddell & Associates held 21,920 shares of Blue Owl Capital worth $192K as of Q2 2026.
  • Waddell & Associates sold 624 Blue Owl Capital shares in Q2 2026, an estimated $5.93K.
  • Blue Owl Capital made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #521 holding.
  • Waddell & Associates first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • Waddell & Associates's Blue Owl Capital position peaked at $206K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.