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

IBEX 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
Q4 		– Sell
-542,040
Closed -$9.18M – 178
2025
Q3 		$9.18M Buy
542,040
+6,008
+1% +$114K 0.88% 27
2025
Q2 		$10.3M Buy
536,032
+15,063
+3% +$279K 1.1% 26
2025
Q1 		$10.4M Buy
520,969
+4,448
+0.9% +$100K 1.38% 24
2024
Q4 		$12M Buy
516,521
+401,245
+348% +$9.18M 1.41% 16
2024
Q3 		$1.39M Sell
115,276
-367,817
-76% -$6.57M 0.38% 56
2024
Q2 		$8.57M Buy
+483,093
New +$8.86M 1.34% 21
2024
Q1 		– Sell
-446
Closed -$6.64K – 144
2023
Q4 		$6.64K Sell
446
-307,923
-100% -$4.14M 1.44% 22
2023
Q3 		$4M Buy
+308,369
New +$3.68M 1.02% 37

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IBEX Wealth Advisors's OWL Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 542,040 shares — an estimated $9.18M sold.

IBEX Wealth Advisors first reported a position in OWL in Q3 2023 and held it in 8 quarters. The position peaked at $12M in Q4 2024. 519 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 542,040 Blue Owl Capital shares in Q4 2025, an estimated $9.18M.
  • IBEX Wealth Advisors first reported a position in Blue Owl Capital in Q3 2023 and held it in 8 quarters.
  • IBEX Wealth Advisors's Blue Owl Capital position peaked at $12M in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.