Edgestream Partners’s Blue Owl Capital OWL Stock Holding History

Edgestream Partners’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	$2.32M	Buy	254,565 +200,896	+374%	+$2.43M	0.08%	459
2025 Q4	$802K	Sell	53,669 -132,605	-71%	-$2.07M	0.02%	734
2025 Q3	$3.15M	Sell	186,274 -227,433	-55%	-$4.33M	0.09%	404
2025 Q2	$7.95M	Buy	413,707 +316,586	+326%	+$5.86M	0.22%	152
2025 Q1	$1.95M	Sell	97,121 -57,227	-37%	-$1.29M	0.07%	497
2024 Q4	$3.59M	Buy	154,348 +55,451	+56%	+$1.27M	0.15%	256
2024 Q3	$1.91M	Sell	98,897 -19,413	-16%	-$347K	0.08%	417
2024 Q2	$2.1M	Sell	118,310 -126,935	-52%	-$2.33M	0.1%	316
2024 Q1	$4.63M	Buy	245,245 +33,043	+16%	+$554K	0.23%	130
2023 Q4	$3.16M	Buy	+212,202	New	+$2.86M	0.23%	123

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Edgestream Partners's OWL Position: Q1 2026 in Review

Edgestream Partners increased its Blue Owl Capital (OWL) stake by 374% in Q1 2026, buying an estimated $2.43M and bringing the position to 254,565 shares worth $2.32M. The position accounts for 0.08% of the portfolio, ranked #459.

Edgestream Partners first reported a position in OWL in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.95M in Q2 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Edgestream Partners held 254,565 shares of Blue Owl Capital worth $2.32M as of Q1 2026.
Edgestream Partners bought 200,896 Blue Owl Capital shares in Q1 2026, an estimated $2.43M.
Blue Owl Capital made up 0.08% of Edgestream Partners's portfolio in Q1 2026, its #459 holding.
Edgestream Partners first reported a position in Blue Owl Capital in Q4 2023 and has held it in 10 quarters since.
Edgestream Partners's Blue Owl Capital position peaked at $7.95M in Q2 2025.
544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.