Bell Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Bell Investment 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
2025 Q4	–	Sell	-37	Closed	-$627	–	1911
2025 Q3	$627	Hold	37	–	–	﹤0.01%	1690
2025 Q2	$711	Hold	37	–	–	﹤0.01%	1681
2025 Q1	$742	Hold	37	–	–	﹤0.01%	1648
2024 Q4	$861	Hold	37	–	–	﹤0.01%	1625
2024 Q3	$717	Hold	37	–	–	﹤0.01%	1693
2024 Q2	$657	Hold	37	–	–	﹤0.01%	1727
2024 Q1	$698	Hold	37	–	–	﹤0.01%	1705
2023 Q4	$552	Sell	37 -15	-29%	-$202	﹤0.01%	1795
2023 Q3	$674	Sell	52 -26	-33%	-$310	﹤0.01%	1677
2023 Q2	$909	Hold	78	–	–	﹤0.01%	1620
2023 Q1	$865	Buy	78 +41	+111%	+$491	﹤0.01%	1627
2022 Q4	$392	Hold	37	–	–	﹤0.01%	1905
2022 Q3	$0	Hold	37	–	–	﹤0.01%	1888
2022 Q2	$0	Buy	+37	New	+$444	﹤0.01%	1802

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's OWL Position: Q4 2025 in Review

Bell Investment Advisors sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 37 shares — an estimated $627 sold.

Bell Investment Advisors first reported a position in OWL in Q2 2022 and held it in 14 quarters. The position peaked at $909 in Q2 2023. 521 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

Bell Investment Advisors reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 37 Blue Owl Capital shares in Q4 2025, an estimated $627.
Bell Investment Advisors first reported a position in Blue Owl Capital in Q2 2022 and held it in 14 quarters.
Bell Investment Advisors's Blue Owl Capital position peaked at $909 in Q2 2023.
521 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.