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CBIZ Investment Advisory Services’s Blue Owl Capital OWL Stock Holding History

CBIZ Investment 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
2026
Q1 		– Sell
-97
Closed -$1.45K – 652
2025
Q4 		$1.45K Sell
97
-42
-30% -$657 ﹤0.01% 683
2025
Q3 		$2.35K Buy
139
+42
+43% +$799 ﹤0.01% 552
2025
Q2 		$1.86K Buy
97
+24
+33% +$444 ﹤0.01% 550
2025
Q1 		$1.46K Buy
+73
New +$1.64K ﹤0.01% 508

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

CBIZ Investment Advisory Services's OWL Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 97 shares — an estimated $1.45K sold.

CBIZ Investment Advisory Services first reported a position in OWL in Q1 2025 and held it in 4 quarters. The position peaked at $2.35K in Q3 2025. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 97 Blue Owl Capital shares in Q1 2026, an estimated $1.45K.
  • CBIZ Investment Advisory Services first reported a position in Blue Owl Capital in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Blue Owl Capital position peaked at $2.35K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.