HHM Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

HHM Wealth Advisors’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
2025 Q1	–	Sell	-14	Closed	-$326	–	1013
2024 Q4	$326	Buy	+14	New	+$320	﹤0.01%	946

Other funds holding OWL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HHM Wealth Advisors's OWL Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Blue Owl Capital (OWL) in Q1 2025, closing a stake of 14 shares — an estimated $326 sold.

HHM Wealth Advisors first reported a position in OWL in Q4 2024 and held it in 1 quarter. The position peaked at $326 in Q4 2024. 455 funds tracked by Wall St. Rank hold OWL as of Q1 2025.

HHM Wealth Advisors reported no remaining Blue Owl Capital position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 14 Blue Owl Capital shares in Q1 2025, an estimated $326.
HHM Wealth Advisors first reported a position in Blue Owl Capital in Q4 2024 and held it in 1 quarter.
HHM Wealth Advisors's Blue Owl Capital position peaked at $326 in Q4 2024.
455 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.