Envestnet Asset Management
OWL icon

Envestnet Asset Management’s Blue Owl Capital OWL Stock Holding History

Envestnet Asset 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
Q2 		$996K Sell
113,788
-9,660
-8% -$91.8K ﹤0.01% 3634
2026
Q1 		$1.13M Sell
123,448
-1,136,104
-90% -$13.7M ﹤0.01% 3398
2025
Q4 		$18.8M Buy
1,259,552
+155,051
+14% +$2.42M 0.01% 1252
2025
Q3 		$18.7M Buy
1,104,501
+149,737
+16% +$2.85M 0.01% 1321
2025
Q2 		$18.3M Buy
954,764
+36,784
+4% +$680K 0.01% 1309
2025
Q1 		$18.4M Buy
917,980
+243,658
+36% +$5.48M 0.01% 1263
2024
Q4 		$15.7M Buy
674,322
+33,568
+5% +$768K 0.01% 1337
2024
Q3 		$12.4M Buy
640,754
+273,318
+74% +$4.88M ﹤0.01% 1482
2024
Q2 		$6.52M Buy
367,436
+77,998
+27% +$1.43M ﹤0.01% 1839
2024
Q1 		$5.46M Buy
289,438
+36,870
+15% +$618K ﹤0.01% 1917
2023
Q4 		$3.76M Buy
252,568
+34,663
+16% +$466K ﹤0.01% 2080
2023
Q3 		$2.82M Buy
217,905
+186,384
+591% +$2.22M ﹤0.01% 2166
2023
Q2 		$367K Buy
31,521
+4,467
+17% +$48.1K ﹤0.01% 3381
2023
Q1 		$300K Sell
27,054
-1,445
-5% -$17.3K ﹤0.01% 3443
2022
Q4 		$302K Buy
28,499
+5,052
+22% +$53.3K ﹤0.01% 3425
2022
Q3 		$216K Buy
23,447
+6,811
+41% +$75.7K ﹤0.01% 3538
2022
Q2 		$167K Buy
16,636
+4,617
+38% +$55.4K ﹤0.01% 3664
2022
Q1 		$152K Buy
+12,019
New +$152K ﹤0.01% 3749

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

Envestnet Asset Management's OWL Position: Q2 2026 in Review

Envestnet Asset Management reduced its Blue Owl Capital (OWL) stake by 7.8% in Q2 2026, selling an estimated $91.8K and leaving 113,788 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #3634.

Envestnet Asset Management first reported a position in OWL in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.8M in Q4 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Envestnet Asset Management held 113,788 shares of Blue Owl Capital worth $996K as of Q2 2026.
  • Envestnet Asset Management sold 9,660 Blue Owl Capital shares in Q2 2026, an estimated $91.8K.
  • Blue Owl Capital made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3634 holding.
  • Envestnet Asset Management first reported a position in Blue Owl Capital in Q1 2022 and has held it in 18 quarters since.
  • Envestnet Asset Management's Blue Owl Capital position peaked at $18.8M in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.