Wealth Enhancement Advisory Services
OWL icon

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

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

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. 576 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.
  • 576 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.