EP
OWL icon

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
Q2 		$2.24M Buy
256,312
+1,747
+0.7% +$16.6K 0.07% 487
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
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

Edgestream Partners's OWL Position: Q2 2026 in Review

Edgestream Partners increased its Blue Owl Capital (OWL) stake by 0.69% in Q2 2026, buying an estimated $16.6K and bringing the position to 256,312 shares worth $2.24M. The position accounts for 0.07% of the portfolio, ranked #487.

Edgestream Partners first reported a position in OWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.95M in Q2 2025. 575 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Edgestream Partners held 256,312 shares of Blue Owl Capital worth $2.24M as of Q2 2026.
  • Edgestream Partners bought 1,747 Blue Owl Capital shares in Q2 2026, an estimated $16.6K.
  • Blue Owl Capital made up 0.07% of Edgestream Partners's portfolio in Q2 2026, its #487 holding.
  • Edgestream Partners first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
  • Edgestream Partners's Blue Owl Capital position peaked at $7.95M in Q2 2025.
  • 575 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.