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Wealthspire Advisors (New York)’s Blue Owl Capital OWL Stock Holding History

Wealthspire Advisors (New York)’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 		$91.1K Buy
+10,413
New +$98.9K ﹤0.01% 1235
2025
Q4 		– Sell
-3,450
Closed -$58.4K – 2311
2025
Q3 		$58.4K Buy
+3,450
New +$65.6K ﹤0.01% 1186

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

Wealthspire Advisors (New York)'s OWL Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Blue Owl Capital (OWL) in Q2 2026: 10,413 shares worth $91.1K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in OWL as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in OWL in Q3 2025 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Wealthspire Advisors (New York) held 10,413 shares of Blue Owl Capital worth $91.1K as of Q2 2026.
  • Blue Owl Capital was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1235 holding.
  • Wealthspire Advisors (New York) first reported a position in Blue Owl Capital in Q3 2025 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.