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Knollwood Investment Advisory’s Blue Owl Capital OWL Stock Holding History

Knollwood Investment Advisory’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 		$208K Hold
22,762
– – 0.02% 296
2025
Q4 		$340K Hold
22,762
– – 0.03% 267
2025
Q3 		$385K Sell
22,762
-538
-2% -$10.2K 0.03% 283
2025
Q2 		$448K Hold
23,300
– – 0.04% 261
2025
Q1 		$467K Hold
23,300
– – 0.05% 261
2024
Q4 		$542K Hold
23,300
– – 0.06% 251
2024
Q3 		$451K Hold
23,300
– – 0.05% 274
2024
Q2 		$414K Buy
+23,300
New +$427K 0.05% 280

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
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
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Knollwood Investment Advisory's OWL Position: Q1 2026 in Review

Knollwood Investment Advisory held its Blue Owl Capital (OWL) position steady in Q1 2026 at 22,762 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #296.

Knollwood Investment Advisory first reported a position in OWL in Q2 2024 and has held it in 8 quarters since. The position peaked at $542K in Q4 2024. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Knollwood Investment Advisory held 22,762 shares of Blue Owl Capital worth $208K as of Q1 2026.
  • Knollwood Investment Advisory left its Blue Owl Capital share count unchanged in Q1 2026.
  • Blue Owl Capital made up 0.02% of Knollwood Investment Advisory's portfolio in Q1 2026, its #296 holding.
  • Knollwood Investment Advisory first reported a position in Blue Owl Capital in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Blue Owl Capital position peaked at $542K in Q4 2024.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.