Evergreen Capital Management’s Blue Owl Capital OWL Stock Holding History

Evergreen Capital 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	$310K	Buy	35,376 +20,360	+136%	+$193K	0.01%	1199
2026 Q1	$137K	Sell	15,016 -39,663	-73%	-$479K	﹤0.01%	1441
2025 Q4	$817K	Buy	+54,679	New	+$855K	0.02%	528
2025 Q2	–	Sell	-12,225	Closed	-$245K	–	1215
2025 Q1	$245K	Buy	+12,225	New	+$275K	0.01%	872

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Evergreen Capital Management's OWL Position: Q2 2026 in Review

Evergreen Capital Management increased its Blue Owl Capital (OWL) stake by 136% in Q2 2026, buying an estimated $193K and bringing the position to 35,376 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1199.

Evergreen Capital Management first reported a position in OWL in Q1 2025 and has held it in 4 quarters since. The position peaked at $817K in Q4 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Evergreen Capital Management held 35,376 shares of Blue Owl Capital worth $310K as of Q2 2026.
Evergreen Capital Management bought 20,360 Blue Owl Capital shares in Q2 2026, an estimated $193K.
Blue Owl Capital made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1199 holding.
Evergreen Capital Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 4 quarters since.
Evergreen Capital Management's Blue Owl Capital position peaked at $817K in Q4 2025.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.