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Keebeck Wealth Management’s Blue Owl Capital OWL Stock Holding History

Keebeck 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
Q4 		– Sell
-61,348
Closed -$1.04M – 380
2025
Q3 		$1.04M Buy
61,348
+101
+0.2% +$1.92K 0.12% 144
2025
Q2 		$1.18M Hold
61,247
– – 0.15% 131
2025
Q1 		$1.23M Buy
61,247
+850
+1% +$19.1K 0.18% 119
2024
Q4 		$1.4M Buy
60,397
+47
+0.1% +$1.08K 0.2% 108
2024
Q3 		$1.17M Buy
60,350
+63
+0.1% +$1.13K 0.17% 123
2024
Q2 		$1.07M Buy
60,287
+59
+0.1% +$1.08K 0.16% 129
2024
Q1 		$1.14M Buy
60,228
+48
+0.1% +$804 0.17% 131
2023
Q4 		$897K Sell
60,180
-436
-0.7% -$5.87K 0.15% 134
2023
Q3 		$786K Sell
60,616
-12,186
-17% -$145K 0.14% 137
2023
Q2 		$848K Sell
72,802
-4,446
-6% -$47.9K 0.12% 138
2023
Q1 		$856K Buy
77,248
+61
+0.1% +$731 0.14% 122
2022
Q4 		$818K Buy
77,187
+1,846
+2% +$19.5K 0.14% 120
2022
Q3 		$695K Sell
75,341
-1,224
-2% -$13.6K 0.13% 123
2022
Q2 		$768K Buy
+76,565
New +$918K 0.15% 122

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

Keebeck Wealth Management's OWL Position: Q4 2025 in Review

Keebeck Wealth Management sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 61,348 shares — an estimated $1.04M sold.

Keebeck Wealth Management first reported a position in OWL in Q2 2022 and held it in 14 quarters. The position peaked at $1.4M in Q4 2024. 519 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • Keebeck Wealth Management reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 61,348 Blue Owl Capital shares in Q4 2025, an estimated $1.04M.
  • Keebeck Wealth Management first reported a position in Blue Owl Capital in Q2 2022 and held it in 14 quarters.
  • Keebeck Wealth Management's Blue Owl Capital position peaked at $1.4M in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

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