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Harbor Investment Advisory’s Blue Owl Capital OWL Stock Holding History

Harbor Investment Advisory’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 		$210 Sell
24
-202
-89% -$1.92K ﹤0.01% 1291
2026
Q1 		$2.06K Buy
226
+187
+479% +$2.26K ﹤0.01% 1109
2025
Q4 		$587 Buy
+39
New +$610 ﹤0.01% 1182
2024
Q3 		– Sell
-7
Closed -$124 – 1262
2024
Q2 		$124 Buy
+7
New +$128 ﹤0.01% 1241

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

Harbor Investment Advisory's OWL Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Blue Owl Capital (OWL) stake by 89% in Q2 2026, selling an estimated $1.92K and leaving 24 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Harbor Investment Advisory first reported a position in OWL in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.06K in Q1 2026. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Harbor Investment Advisory held 24 shares of Blue Owl Capital worth $210 as of Q2 2026.
  • Harbor Investment Advisory sold 202 Blue Owl Capital shares in Q2 2026, an estimated $1.92K.
  • Blue Owl Capital made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1291 holding.
  • Harbor Investment Advisory first reported a position in Blue Owl Capital in Q2 2024 and has held it in 4 quarters since.
  • Harbor Investment Advisory's Blue Owl Capital position peaked at $2.06K in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.