Wealth Enhancement Advisory Services’s Blue Owl Capital OWL Stock Holding History

Wealth Enhancement Advisory Services’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	$2.55M	Buy	290,082 +85,804	+42%	+$815K	﹤0.01%	1409
2026 Q1	$1.6M	Buy	204,278 +138,488	+211%	+$1.67M	﹤0.01%	1511
2025 Q4	$1.06M	Buy	65,790 +50,272	+324%	+$786K	﹤0.01%	1925
2025 Q3	$250K	Buy	15,518 +3,323	+27%	+$63.2K	﹤0.01%	2937
2025 Q2	$239K	Buy	12,195 +724	+6%	+$13.4K	﹤0.01%	2843
2025 Q1	$230K	Buy	11,471 +1,357	+13%	+$30.5K	﹤0.01%	2608
2024 Q4	$235K	Buy	+10,114	New	+$231K	﹤0.01%	2577

Other funds holding OWL

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GFL

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's OWL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Blue Owl Capital (OWL) stake by 42% in Q2 2026, buying an estimated $815K and bringing the position to 290,082 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Wealth Enhancement Advisory Services first reported a position in OWL in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Wealth Enhancement Advisory Services held 290,082 shares of Blue Owl Capital worth $2.55M as of Q2 2026.
Wealth Enhancement Advisory Services bought 85,804 Blue Owl Capital shares in Q2 2026, an estimated $815K.
Blue Owl Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1409 holding.
Wealth Enhancement Advisory Services first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.