Insigneo Advisory Services’s Blue Owl Capital OWL Stock Holding History

Insigneo Advisory Services’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	-14,996	Closed	-$224K	–	804
2025 Q4	$224K	Sell	14,996 -2,399	-14%	-$37.5K	0.02%	614
2025 Q3	$294K	Sell	17,395 -2,126	-11%	-$40.4K	0.02%	517
2025 Q2	$375K	Buy	19,521 +516	+3%	+$9.54K	0.03%	404
2025 Q1	$381K	Buy	19,005 +4,127	+28%	+$92.8K	0.04%	363
2024 Q4	$346K	Buy	14,878 +2,373	+19%	+$54.3K	0.04%	384
2024 Q3	$242K	Buy	12,505 +132	+1%	+$2.36K	0.02%	499
2024 Q2	$196K	Buy	+12,373	New	+$227K	0.02%	504

Other funds holding OWL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LVIA

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Insigneo Advisory Services's OWL Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 14,996 shares — an estimated $224K sold.

Insigneo Advisory Services first reported a position in OWL in Q2 2024 and held it in 7 quarters. The position peaked at $381K in Q1 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Insigneo Advisory Services reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 14,996 Blue Owl Capital shares in Q1 2026, an estimated $224K.
Insigneo Advisory Services first reported a position in Blue Owl Capital in Q2 2024 and held it in 7 quarters.
Insigneo Advisory Services's Blue Owl Capital position peaked at $381K in Q1 2025.
544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.