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Copeland Capital Management’s Blue Owl Capital OWL Stock Holding History

Copeland Capital Management’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
Q1 		– Sell
-15,598
Closed -$233K – 271
2025
Q4 		$233K Buy
15,598
+3,945
+34% +$61.7K 0.01% 154
2025
Q3 		$197K Buy
11,653
+56
+0.5% +$1.06K ﹤0.01% 156
2025
Q2 		$223K Buy
11,597
+2,744
+31% +$50.8K ﹤0.01% 146
2025
Q1 		$177K Buy
8,853
+4,439
+101% +$99.8K ﹤0.01% 147
2024
Q4 		$103K Buy
+4,414
New +$101K ﹤0.01% 160

Other funds holding OWL

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

Copeland Capital Management's OWL Position: Q1 2026 in Review

Copeland Capital Management sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 15,598 shares — an estimated $233K sold.

Copeland Capital Management first reported a position in OWL in Q4 2024 and held it in 5 quarters. The position peaked at $233K in Q4 2025. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Copeland Capital Management reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Copeland Capital Management sold 15,598 Blue Owl Capital shares in Q1 2026, an estimated $233K.
  • Copeland Capital Management first reported a position in Blue Owl Capital in Q4 2024 and held it in 5 quarters.
  • Copeland Capital Management's Blue Owl Capital position peaked at $233K in Q4 2025.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.