Wealthquest’s Blue Owl Capital OWL Stock Holding History

Wealthquest’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	$108K	Buy	+12,399	New	+$118K	0.01%	177

Other funds holding OWL

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

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

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

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

Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wealthquest's OWL Position: Q2 2026 in Review

Wealthquest opened a new position in Blue Owl Capital (OWL) in Q2 2026: 12,399 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings.

147 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Wealthquest held 12,399 shares of Blue Owl Capital worth $108K as of Q2 2026.
Blue Owl Capital was a new Wealthquest position in Q2 2026.
Blue Owl Capital made up 0.01% of Wealthquest's portfolio in Q2 2026, its #177 holding.
147 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.