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Burling Wealth Partners’s Blue Owl Capital OWL Stock Holding History

Burling Wealth Partners’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
-10,107
Closed -$203K – 178
2025
Q1 		$203K Sell
10,107
-7,398
-42% -$166K 0.04% 164
2024
Q4 		$407K Buy
+17,505
New +$401K 0.08% 128

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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

Burling Wealth Partners's OWL Position: Q2 2025 in Review

Burling Wealth Partners sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 10,107 shares — an estimated $203K sold.

Burling Wealth Partners first reported a position in OWL in Q4 2024 and held it in 2 quarters. The position peaked at $407K in Q4 2024. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • Burling Wealth Partners reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • Burling Wealth Partners sold 10,107 Blue Owl Capital shares in Q2 2025, an estimated $203K.
  • Burling Wealth Partners first reported a position in Blue Owl Capital in Q4 2024 and held it in 2 quarters.
  • Burling Wealth Partners's Blue Owl Capital position peaked at $407K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Burling Wealth Partners's 13F filing for Q2 2025, filed 8 Aug 2025.