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Blue Owl Capital shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Blue Owl Capital (OWL) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Blue Owl Capital

Tip: Access up to 7 years of quarterly data

All positions including Blue Owl Capital held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blue Owl Capital by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $101k 12k 8.75

More positions owned by Heritage Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mth Treasury (SGOV)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Broadcom (AVGO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Series Trust ST STR SP400GRW (MDYG)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Heritage Wealth Management

Top funds holding Blue Owl Capital

FMR
Capital World Investors
Capital Research Global Investors
Caption Management
ICONIQ Capital
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Susquehanna International
Bank of America Corporation
Lind Value II ApS
Morgan Stanley
HighTower Advisors
State Street Corporation
AQR Capital Management

View all funds holding Blue Owl Capital