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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

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 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. 127 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.
  • 127 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.