XXI Wealth LLC’s Blue Owl Capital OWL Stock Holding History

XXI Wealth LLC’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	–	Sell	-15,149	Closed	-$226K	–	217
2025 Q4	$226K	Buy	+15,149	New	+$237K	0.14%	166

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

XXI Wealth LLC's OWL Position: Q1 2026 in Review

XXI Wealth LLC sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 15,149 shares — an estimated $226K sold.

XXI Wealth LLC first reported a position in OWL in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

XXI Wealth LLC reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
XXI Wealth LLC sold 15,149 Blue Owl Capital shares in Q1 2026, an estimated $226K.
XXI Wealth LLC first reported a position in Blue Owl Capital in Q4 2025 and held it in 1 quarter.
XXI Wealth LLC's Blue Owl Capital position peaked at $226K in Q4 2025.
545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on XXI Wealth LLC's 13F filing for Q1 2026, filed 7 May 2026.