Alteri Wealth’s Blue Owl Capital OWL Stock Holding History

Alteri Wealth’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
2025 Q2	–	Sell	-11,667	Closed	-$234K	–	277
2025 Q1	$234K	Sell	11,667 -810	-6%	-$18.2K	0.1%	224
2024 Q4	$290K	Buy	+12,477	New	+$286K	0.08%	184

Other funds holding OWL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alteri Wealth's OWL Position: Q2 2025 in Review

Alteri Wealth sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 11,667 shares — an estimated $234K sold.

Alteri Wealth first reported a position in OWL in Q4 2024 and held it in 2 quarters. The position peaked at $290K in Q4 2024. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

Alteri Wealth reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
Alteri Wealth sold 11,667 Blue Owl Capital shares in Q2 2025, an estimated $234K.
Alteri Wealth first reported a position in Blue Owl Capital in Q4 2024 and held it in 2 quarters.
Alteri Wealth's Blue Owl Capital position peaked at $290K in Q4 2024.
474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Alteri Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.