Hudson Valley Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Hudson Valley Investment 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
2026 Q1	–	Sell	-243,004	Closed	-$3.63M	–	150
2025 Q4	$3.63M	Buy	243,004 +7,561	+3%	+$118K	0.4%	68
2025 Q3	$3.99M	Buy	235,443 +270	+0.1%	+$5.13K	0.42%	68
2025 Q2	$4.52M	Buy	235,173 +57,913	+33%	+$1.07M	0.49%	62
2025 Q1	$3.55M	Buy	177,260 +11,877	+7%	+$267K	0.42%	65
2024 Q4	$3.85M	Sell	165,383 -5,456	-3%	-$125K	0.44%	60
2024 Q3	$3.31M	Buy	+170,839	New	+$3.05M	0.37%	67

Other funds holding OWL

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Hudson Valley Investment Advisors's OWL Position: Q1 2026 in Review

Hudson Valley Investment Advisors sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 243,004 shares — an estimated $3.63M sold.

Hudson Valley Investment Advisors first reported a position in OWL in Q3 2024 and held it in 6 quarters. The position peaked at $4.52M in Q2 2025. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Hudson Valley Investment Advisors reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
Hudson Valley Investment Advisors sold 243,004 Blue Owl Capital shares in Q1 2026, an estimated $3.63M.
Hudson Valley Investment Advisors first reported a position in Blue Owl Capital in Q3 2024 and held it in 6 quarters.
Hudson Valley Investment Advisors's Blue Owl Capital position peaked at $4.52M in Q2 2025.
546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.