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Iron Horse Wealth Management’s Blue Owl Capital OWL Stock Holding History

Iron Horse Wealth Management’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
Q2 		– Sell
-30
Closed -$601 – 633
2025
Q1 		$601 Buy
+30
New +$675 ﹤0.01% 546

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Iron Horse Wealth Management's OWL Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 30 shares — an estimated $601 sold.

Iron Horse Wealth Management first reported a position in OWL in Q1 2025 and held it in 1 quarter. The position peaked at $601 in Q1 2025. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 30 Blue Owl Capital shares in Q2 2025, an estimated $601.
  • Iron Horse Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's Blue Owl Capital position peaked at $601 in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.