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

Wealth Preservation 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 		– Sell
-8,106
Closed -$74K – 685
2026
Q1 		$74K Sell
8,106
-22,653
-74% -$274K 0.06% 128
2025
Q4 		$460K Sell
30,759
-1,353
-4% -$21.2K 0.23% 47
2025
Q3 		$544K Sell
32,112
-367
-1% -$6.98K 0.32% 36
2025
Q2 		$624K Sell
32,479
-55
-0.2% -$1.02K 0.38% 31
2025
Q1 		$652K Buy
+32,534
New +$732K 0.47% 27

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 Preservation Advisors's OWL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Blue Owl Capital (OWL) in Q2 2026, closing a stake of 8,106 shares — an estimated $74K sold.

Wealth Preservation Advisors first reported a position in OWL in Q1 2025 and held it in 5 quarters. The position peaked at $652K in Q1 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 8,106 Blue Owl Capital shares in Q2 2026, an estimated $74K.
  • Wealth Preservation Advisors first reported a position in Blue Owl Capital in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Blue Owl Capital position peaked at $652K in Q1 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.