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Annis Gardner Whiting Capital Advisors’s Blue Owl Capital OWL Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$482K Buy
55,135
+15,135
+38% +$144K 0.07% 207
2026
Q1 		$365K Buy
+40,000
New +$484K 0.06% 225
2025
Q3 		– Sell
-118
Closed -$2.27K – 1371
2025
Q2 		$2.27K Buy
+118
New +$2.18K ﹤0.01% 943

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
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
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's OWL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Blue Owl Capital (OWL) stake by 38% in Q2 2026, buying an estimated $144K and bringing the position to 55,135 shares worth $482K. The position accounts for 0.07% of the portfolio, ranked #207.

Annis Gardner Whiting Capital Advisors first reported a position in OWL in Q2 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 55,135 shares of Blue Owl Capital worth $482K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 15,135 Blue Owl Capital shares in Q2 2026, an estimated $144K.
  • Blue Owl Capital made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #207 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Blue Owl Capital in Q2 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.