Atria Investments’s Blue Owl Capital OWL Stock Holding History

Atria Investments’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	-12,227	Closed	-$183K	–	2124
2025 Q4	$183K	Buy	12,227 +2,183	+22%	+$34.1K	﹤0.01%	1980
2025 Q3	$170K	Sell	10,044 -7,364	-42%	-$140K	﹤0.01%	1967
2025 Q2	$334K	Buy	17,408 +367	+2%	+$6.79K	﹤0.01%	1653
2025 Q1	$341K	Buy	17,041 +3,068	+22%	+$69K	﹤0.01%	1553
2024 Q4	$325K	Sell	13,973 -2,249	-14%	-$51.5K	﹤0.01%	1561
2024 Q3	$314K	Buy	16,222 +5,275	+48%	+$94.2K	﹤0.01%	1603
2024 Q2	$194K	Buy	+10,947	New	+$201K	﹤0.01%	1826

Other funds holding OWL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Atria Investments's OWL Position: Q1 2026 in Review

Atria Investments sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 12,227 shares — an estimated $183K sold.

Atria Investments first reported a position in OWL in Q2 2024 and held it in 7 quarters. The position peaked at $341K in Q1 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Atria Investments reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 12,227 Blue Owl Capital shares in Q1 2026, an estimated $183K.
Atria Investments first reported a position in Blue Owl Capital in Q2 2024 and held it in 7 quarters.
Atria Investments's Blue Owl Capital position peaked at $341K in Q1 2025.
544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.