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Barrett & Company’s Blue Owl Capital OWL Stock Holding History

Barrett & Company’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 		$13.1K Buy
1,500
+1,000
+200% +$9.5K ﹤0.01% 474
2026
Q1 		$4.57K Hold
500
– – ﹤0.01% 533
2025
Q4 		$7.47K Buy
+500
New +$7.82K ﹤0.01% 491

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

Barrett & Company's OWL Position: Q2 2026 in Review

Barrett & Company increased its Blue Owl Capital (OWL) stake by 200% in Q2 2026, buying an estimated $9.5K and bringing the position to 1,500 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Barrett & Company first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Barrett & Company held 1,500 shares of Blue Owl Capital worth $13.1K as of Q2 2026.
  • Barrett & Company bought 1,000 Blue Owl Capital shares in Q2 2026, an estimated $9.5K.
  • Blue Owl Capital made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #474 holding.
  • Barrett & Company first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.