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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
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 $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

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

Wealth Preservation Advisors reduced its Blue Owl Capital (OWL) stake by 74% in Q1 2026, selling an estimated $274K and leaving 8,106 shares worth $74K. The position accounts for 0.06% of the portfolio, ranked #128.

Wealth Preservation Advisors first reported a position in OWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $652K in Q1 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Wealth Preservation Advisors held 8,106 shares of Blue Owl Capital worth $74K as of Q1 2026.
  • Wealth Preservation Advisors sold 22,653 Blue Owl Capital shares in Q1 2026, an estimated $274K.
  • Blue Owl Capital made up 0.06% of Wealth Preservation Advisors's portfolio in Q1 2026, its #128 holding.
  • Wealth Preservation Advisors first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Blue Owl Capital position peaked at $652K in Q1 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.