Kovitz Investment Group Partners’s Blue Owl Capital OWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Buy
30,148
+510
+2% +$9.8K ﹤0.01% 932
2025
Q1
$594K Sell
29,638
-2,934
-9% -$58.8K ﹤0.01% 860
2024
Q4
$758K Sell
32,572
-280
-0.9% -$6.51K ﹤0.01% 784
2024
Q3
$622K Buy
32,852
+443
+1% +$8.38K ﹤0.01% 717
2024
Q2
$575K Sell
32,409
-3,986
-11% -$70.8K ﹤0.01% 629
2024
Q1
$686K Buy
+36,395
New +$686K 0.01% 458