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Claris Advisors’s Blue Owl Capital OWL Stock Holding History

Claris Advisors’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
-11,000
Closed -$220K – 82
2025
Q1 		$220K Hold
11,000
– – 0.08% 73
2024
Q4 		$256K Buy
+11,000
New +$252K 0.1% 62
2023
Q1 		– Sell
-10,000
Closed -$106K – 49
2022
Q4 		$106K Buy
+10,000
New +$106K 0.1% 49

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Claris Advisors's OWL Position: Q2 2025 in Review

Claris Advisors sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 11,000 shares — an estimated $220K sold.

Claris Advisors first reported a position in OWL in Q4 2022 and held it in 3 quarters. The position peaked at $256K in Q4 2024. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • Claris Advisors reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • Claris Advisors sold 11,000 Blue Owl Capital shares in Q2 2025, an estimated $220K.
  • Claris Advisors first reported a position in Blue Owl Capital in Q4 2022 and held it in 3 quarters.
  • Claris Advisors's Blue Owl Capital position peaked at $256K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.