Concurrent Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Concurrent Investment 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	$3.28M	Buy	374,828 +99,350	+36%	+$944K	0.03%	558
2026 Q1	$2.52M	Buy	275,478 +167,015	+154%	+$2.02M	0.03%	543
2025 Q4	$1.62M	Sell	108,463 -596	-0.5%	-$9.32K	0.02%	645
2025 Q3	$1.85M	Buy	109,059 +10,052	+10%	+$191K	0.03%	487
2025 Q2	$1.9M	Buy	99,007 +42,102	+74%	+$779K	0.04%	442
2025 Q1	$1.14M	Buy	56,905 +11,630	+26%	+$262K	0.03%	508
2024 Q4	$1.05M	Sell	45,275 -6,412	-12%	-$147K	0.03%	473
2024 Q3	$1M	Buy	+51,687	New	+$923K	0.03%	463

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Concurrent Investment Advisors's OWL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Blue Owl Capital (OWL) stake by 36% in Q2 2026, buying an estimated $944K and bringing the position to 374,828 shares worth $3.28M. The position accounts for 0.03% of the portfolio, ranked #558.

Concurrent Investment Advisors first reported a position in OWL in Q3 2024 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Concurrent Investment Advisors held 374,828 shares of Blue Owl Capital worth $3.28M as of Q2 2026.
Concurrent Investment Advisors bought 99,350 Blue Owl Capital shares in Q2 2026, an estimated $944K.
Blue Owl Capital made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #558 holding.
Concurrent Investment Advisors first reported a position in Blue Owl Capital in Q3 2024 and has held it in 8 quarters since.
576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.