Cerity Partners
OWL icon

Cerity Partners’s Blue Owl Capital OWL Stock Holding History

Cerity 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
2026
Q1 		$4.01M Buy
439,090
+297,661
+210% +$3.6M 0.01% 1128
2025
Q4 		$2.11M Buy
141,429
+52,474
+59% +$820K ﹤0.01% 1351
2025
Q3 		$1.51M Buy
88,955
+13,395
+18% +$255K ﹤0.01% 1415
2025
Q2 		$1.45M Sell
75,560
-43
-0.1% -$795 ﹤0.01% 1353
2025
Q1 		$1.52M Sell
75,603
-10,949
-13% -$246K ﹤0.01% 1243
2024
Q4 		$2.01M Sell
86,552
-103,903
-55% -$2.38M ﹤0.01% 1098
2024
Q3 		$3.69M Buy
190,455
+5,874
+3% +$105K 0.01% 832
2024
Q2 		$3.28M Buy
184,581
+3,610
+2% +$66.2K 0.01% 735
2024
Q1 		$3.41M Buy
180,971
+9,076
+5% +$152K 0.01% 778
2023
Q4 		$2.56M Buy
+171,895
New +$2.31M 0.01% 695
2023
Q3 		– Sell
-130,936
Closed -$1.53M – 1628
2023
Q2 		$1.53M Buy
130,936
+21,294
+19% +$229K 0.01% 801
2023
Q1 		$1.21M Buy
109,642
+325
+0.3% +$3.89K ﹤0.01% 900
2022
Q4 		$1.16M Sell
109,317
-94
-0.1% -$993 0.01% 660
2022
Q3 		$1.01M Buy
109,411
+39,161
+56% +$435K 0.01% 517
2022
Q2 		$705K Buy
+70,250
New +$842K 0.01% 640

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Cerity Partners's OWL Position: Q1 2026 in Review

Cerity Partners increased its Blue Owl Capital (OWL) stake by 210% in Q1 2026, buying an estimated $3.6M and bringing the position to 439,090 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #1128.

Cerity Partners first reported a position in OWL in Q2 2022 and has held it in 15 quarters since. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Cerity Partners held 439,090 shares of Blue Owl Capital worth $4.01M as of Q1 2026.
  • Cerity Partners bought 297,661 Blue Owl Capital shares in Q1 2026, an estimated $3.6M.
  • Blue Owl Capital made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1128 holding.
  • Cerity Partners first reported a position in Blue Owl Capital in Q2 2022 and has held it in 15 quarters since.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.