MSWA
OWL icon

Marshall & Sterling Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q2 		– Sell
-70
Closed -$1.4K – 669
2025
Q1 		$1.4K Buy
+70
New +$1.57K ﹤0.01% 560

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's OWL Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 70 shares — an estimated $1.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in OWL in Q1 2025 and held it in 1 quarter. The position peaked at $1.4K in Q1 2025. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 70 Blue Owl Capital shares in Q2 2025, an estimated $1.4K.
  • Marshall & Sterling Wealth Advisors first reported a position in Blue Owl Capital in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Blue Owl Capital position peaked at $1.4K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.