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Cape Investment Advisory’s Blue Owl Capital OWL Stock Holding History

Cape Investment Advisory’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
-78
Closed -$1.17K – 890
2025
Q4 		$1.17K Buy
+78
New +$1.22K ﹤0.01% 1176

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Cape Investment Advisory's OWL Position: Q1 2026 in Review

Cape Investment Advisory sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 78 shares — an estimated $1.17K sold.

Cape Investment Advisory first reported a position in OWL in Q4 2025 and held it in 1 quarter. The position peaked at $1.17K in Q4 2025. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Cape Investment Advisory reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 78 Blue Owl Capital shares in Q1 2026, an estimated $1.17K.
  • Cape Investment Advisory first reported a position in Blue Owl Capital in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Blue Owl Capital position peaked at $1.17K in Q4 2025.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.