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

Kovitz Investment Group Partners’s Portfolio OWL Stock Details OWL Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$449K Sell
2025
Q2 		$579K Buy
2025
Q1 		$594K Sell
2024
Q4 		$758K Sell
2024
Q3 		$622K Buy
2024
Q2 		$575K Sell
2024
Q1 		$686K Buy