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Corient IA’s Blue Owl Capital OWL Stock Holding History

Corient IA’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
-30,000
Closed -$448K – 283
2025
Q4 		$448K Hold
30,000
– – 0.42% 82
2025
Q3 		$508K Hold
30,000
– – 0.38% 93
2025
Q2 		$576K Hold
30,000
– – 0.34% 95
2025
Q1 		$601K Buy
+30,000
New +$675K 0.43% 68

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Corient IA's OWL Position: Q1 2026 in Review

Corient IA sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 30,000 shares — an estimated $448K sold.

Corient IA first reported a position in OWL in Q1 2025 and held it in 4 quarters. The position peaked at $601K in Q1 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Corient IA reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Corient IA sold 30,000 Blue Owl Capital shares in Q1 2026, an estimated $448K.
  • Corient IA first reported a position in Blue Owl Capital in Q1 2025 and held it in 4 quarters.
  • Corient IA's Blue Owl Capital position peaked at $601K in Q1 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.