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Leeward Financial Partners’s Blue Owl Capital OWL Stock Holding History

Leeward Financial Partners’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
-12,148
Closed -$206K – 103
2025
Q3 		$206K Buy
+12,148
New +$231K 0.06% 100
2025
Q1 		– Sell
-9,587
Closed -$223K – 93
2024
Q4 		$223K Buy
+9,587
New +$219K 0.08% 81
2024
Q2 		– Sell
-10,862
Closed -$205K – 93
2024
Q1 		$205K Buy
+10,862
New +$182K 0.09% 91

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Leeward Financial Partners's OWL Position: Q4 2025 in Review

Leeward Financial Partners sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 12,148 shares — an estimated $206K sold.

Leeward Financial Partners first reported a position in OWL in Q1 2024 and held it in 3 quarters. The position peaked at $223K in Q4 2024. 521 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • Leeward Financial Partners reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • Leeward Financial Partners sold 12,148 Blue Owl Capital shares in Q4 2025, an estimated $206K.
  • Leeward Financial Partners first reported a position in Blue Owl Capital in Q1 2024 and held it in 3 quarters.
  • Leeward Financial Partners's Blue Owl Capital position peaked at $223K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Leeward Financial Partners's 13F filing for Q4 2025, filed 9 Feb 2026.