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Chicago Partners Investment Group’s Blue Owl Capital OWL Stock Holding History

Chicago Partners Investment Group’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
Q2 		$5.41M Sell
587,113
-12,394
-2% -$118K 0.11% 159
2026
Q1 		$5.95M Buy
599,507
+13,798
+2% +$167K 0.13% 138
2025
Q4 		$8.87M Sell
585,709
-36,339
-6% -$568K 0.22% 86
2025
Q3 		$10.3M Buy
622,048
+20,280
+3% +$386K 0.27% 75
2025
Q2 		$12.3M Buy
601,768
+45,261
+8% +$837K 0.35% 62
2025
Q1 		$10.1M Buy
556,507
+88,085
+19% +$1.98M 0.33% 67
2024
Q4 		$10.9M Buy
468,422
+87,975
+23% +$2.01M 0.36% 63
2024
Q3 		$8.77M Buy
380,447
+53,091
+16% +$948K 0.31% 73
2024
Q2 		$6.24M Buy
327,356
+56,427
+21% +$1.04M 0.24% 90
2024
Q1 		$5.07M Buy
270,929
+38,766
+17% +$649K 0.22% 104
2023
Q4 		$3.61M Buy
232,163
+37,641
+19% +$506K 0.17% 124
2023
Q3 		$2.41M Buy
194,522
+88,104
+83% +$1.05M 0.13% 148
2023
Q2 		$1.31M Buy
+106,418
New +$1.15M 0.07% 252

Other funds holding OWL

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

Chicago Partners Investment Group's OWL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Blue Owl Capital (OWL) stake by 2.1% in Q2 2026, selling an estimated $118K and leaving 587,113 shares worth $5.41M. The position accounts for 0.11% of the portfolio, ranked #159.

Chicago Partners Investment Group first reported a position in OWL in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.3M in Q2 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Chicago Partners Investment Group held 587,113 shares of Blue Owl Capital worth $5.41M as of Q2 2026.
  • Chicago Partners Investment Group sold 12,394 Blue Owl Capital shares in Q2 2026, an estimated $118K.
  • Blue Owl Capital made up 0.11% of Chicago Partners Investment Group's portfolio in Q2 2026, its #159 holding.
  • Chicago Partners Investment Group first reported a position in Blue Owl Capital in Q2 2023 and has held it in 13 quarters since.
  • Chicago Partners Investment Group's Blue Owl Capital position peaked at $12.3M in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.