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Avantax Advisory Services’s Blue Owl Capital OWL Stock Holding History

Avantax Advisory Services’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
-11,280
Closed -$226K – 2422
2025
Q1 		$226K Buy
+11,280
New +$254K ﹤0.01% 2026

Other funds holding OWL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's OWL Position: Q2 2025 in Review

Avantax Advisory Services sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 11,280 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in OWL in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • Avantax Advisory Services reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 11,280 Blue Owl Capital shares in Q2 2025, an estimated $226K.
  • Avantax Advisory Services first reported a position in Blue Owl Capital in Q1 2025 and held it in 1 quarter.
  • Avantax Advisory Services's Blue Owl Capital position peaked at $226K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.