Harbour Investments’s Blue Owl Capital OWL Stock Holding History

Harbour Investments’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	$12.8K	Buy	1,405 +748	+114%	+$9.04K	﹤0.01%	3130
2025 Q4	$9.82K	Buy	657 +49	+8%	+$766	﹤0.01%	2756
2025 Q3	$10.3K	Hold	608	–	–	﹤0.01%	2672
2025 Q2	$11.7K	Buy	608 +272	+81%	+$5.03K	﹤0.01%	2488
2025 Q1	$6.73K	Buy	336 +246	+273%	+$5.53K	﹤0.01%	2704
2024 Q4	$2.09K	Hold	90	–	–	﹤0.01%	3010
2024 Q3	$1.74K	Hold	90	–	–	﹤0.01%	2963
2024 Q2	$1.6K	Hold	90	–	–	﹤0.01%	2872
2024 Q1	$1.7K	Hold	90	–	–	﹤0.01%	2817
2023 Q4	$1.34K	Hold	90	–	–	﹤0.01%	2770
2023 Q3	$1.17K	Hold	90	–	–	﹤0.01%	2670
2023 Q2	$1.05K	Hold	90	–	–	﹤0.01%	2690
2023 Q1	$997	Hold	90	–	–	﹤0.01%	2692
2022 Q4	$954	Hold	90	–	–	﹤0.01%	2693
2022 Q3	$1K	Hold	90	–	–	﹤0.01%	2628
2022 Q2	$1K	Buy	+90	New	+$1.08K	﹤0.01%	2628
2021 Q4	$1K	Buy	+90	New	+$1.42K	﹤0.01%	2544

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return