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Financial Perspectives’s Blue Owl Capital OWL Stock Holding History

Financial Perspectives’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 		$21.1K Hold
2,312
– – 0.01% 428
2025
Q4 		$34.5K Hold
2,312
– – 0.01% 361
2025
Q3 		$39.1K Hold
2,312
– – 0.01% 345
2025
Q2 		$44.4K Hold
2,312
– – 0.01% 324
2025
Q1 		$46.3K Hold
2,312
– – 0.02% 310
2024
Q4 		$53.8K Hold
2,312
– – 0.02% 290
2024
Q3 		$44.8K Hold
2,312
– – 0.02% 294
2024
Q2 		$41K Hold
2,312
– – 0.02% 296
2024
Q1 		$43.6K Hold
2,312
– – 0.02% 294
2023
Q4 		$34.4K Buy
2,312
+263
+13% +$3.54K 0.01% 312
2023
Q3 		$26.6K Buy
+2,049
New +$24.4K 0.01% 322

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
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
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return