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Covestor’s Blue Owl Capital OWL Stock Holding History

Covestor’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 		$25K Sell
2,898
-631
-18% -$6K 0.01% 1097
2026
Q1 		$32K Sell
3,529
-3,363
-49% -$40.7K 0.02% 935
2025
Q4 		$103K Sell
6,892
-81
-1% -$1.27K 0.05% 563
2025
Q3 		$118K Buy
6,973
+546
+8% +$10.4K 0.07% 482
2025
Q2 		$123K Sell
6,427
-14
-0.2% -$259 0.07% 433
2025
Q1 		$129K Sell
6,441
-145
-2% -$3.26K 0.09% 348
2024
Q4 		$153K Sell
6,586
-328
-5% -$7.51K 0.1% 285
2024
Q3 		$134K Buy
6,914
+343
+5% +$6.13K 0.08% 362
2024
Q2 		$117K Sell
6,571
-214
-3% -$3.93K 0.08% 401
2024
Q1 		$128K Buy
6,785
+5,791
+583% +$97K 0.08% 371
2023
Q4 		$15K Buy
994
+356
+56% +$4.79K 0.01% 1310
2023
Q3 		$8K Hold
638
– – 0.01% 1560
2023
Q2 		$7K Sell
638
-5
-0.8% -$54 0.01% 1640
2023
Q1 		$7K Sell
643
-9
-1% -$108 0.01% 1477
2022
Q4 		$7K Sell
652
-2
-0.3% -$21 0.01% 1480
2022
Q3 		$6K Buy
+654
New +$7.27K 0.01% 1448

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

Covestor's OWL Position: Q2 2026 in Review

Covestor reduced its Blue Owl Capital (OWL) stake by 18% in Q2 2026, selling an estimated $6K and leaving 2,898 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #1097.

Covestor first reported a position in OWL in Q3 2022 and has held it in 16 quarters since. The position peaked at $153K in Q4 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Covestor held 2,898 shares of Blue Owl Capital worth $25K as of Q2 2026.
  • Covestor sold 631 Blue Owl Capital shares in Q2 2026, an estimated $6K.
  • Blue Owl Capital made up 0.01% of Covestor's portfolio in Q2 2026, its #1097 holding.
  • Covestor first reported a position in Blue Owl Capital in Q3 2022 and has held it in 16 quarters since.
  • Covestor's Blue Owl Capital position peaked at $153K in Q4 2024.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.