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Clear Trail Advisors’s Blue Owl Capital OWL Stock Holding History

Clear Trail 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
2026
Q2 		$194K Buy
22,131
+2,249
+11% +$21.4K 0.03% 160
2026
Q1 		$182K Buy
19,882
+5,823
+41% +$70.4K 0.03% 147
2025
Q4 		$210K Buy
+14,059
New +$220K 0.05% 124

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

Clear Trail Advisors's OWL Position: Q2 2026 in Review

Clear Trail Advisors increased its Blue Owl Capital (OWL) stake by 11% in Q2 2026, buying an estimated $21.4K and bringing the position to 22,131 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #160.

Clear Trail Advisors first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. The position peaked at $210K in Q4 2025. 573 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Clear Trail Advisors held 22,131 shares of Blue Owl Capital worth $194K as of Q2 2026.
  • Clear Trail Advisors bought 2,249 Blue Owl Capital shares in Q2 2026, an estimated $21.4K.
  • Blue Owl Capital made up 0.03% of Clear Trail Advisors's portfolio in Q2 2026, its #160 holding.
  • Clear Trail Advisors first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Blue Owl Capital position peaked at $210K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.