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Advisornet Financial’s Blue Owl Capital OWL Stock Holding History

Advisornet Financial’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
-70
Closed -$1.05K – 2331
2025
Q4 		$1.05K Buy
+70
New +$1.09K ﹤0.01% 1989
2025
Q3 		– Sell
-1
Closed -$19 – 2312
2025
Q2 		$19 Sell
1
-20
-95% -$370 ﹤0.01% 2212
2025
Q1 		$421 Buy
21
+4
+24% +$90 ﹤0.01% 1992
2024
Q4 		$395 Sell
17
-58
-77% -$1.33K ﹤0.01% 1813
2024
Q3 		$1.45K Buy
75
+5
+7% +$89 ﹤0.01% 1843
2024
Q2 		$1.24K Hold
70
– – ﹤0.01% 1753
2024
Q1 		$1.32K Buy
70
+35
+100% +$586 ﹤0.01% 1691
2023
Q4 		$522 Buy
+35
New +$471 ﹤0.01% 2089
2023
Q3 		– Sell
-75
Closed -$874 – 2390
2023
Q2 		$874 Hold
75
– – ﹤0.01% 1919
2023
Q1 		$831 Hold
75
– – ﹤0.01% 1936
2022
Q4 		$795 Buy
+75
New +$792 ﹤0.01% 1900

Other funds holding OWL

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return