Planning Strategies Inc.’s Blue Owl Capital OWL Stock Holding History

Planning Strategies Inc.’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	$1.23K	Buy	+141	New	+$1.34K	﹤0.01%	709

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

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 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

Planning Strategies Inc.'s OWL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Blue Owl Capital (OWL) in Q2 2026: 141 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings.

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

Planning Strategies Inc. held 141 shares of Blue Owl Capital worth $1.23K as of Q2 2026.
Blue Owl Capital was a new Planning Strategies Inc. position in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #709 holding.
170 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.