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MassMutual Private Wealth & Trust’s Blue Owl Capital OWL Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$40K Buy
4,577
+2,485
+119% +$23.6K ﹤0.01% 866
2026
Q1 		$19.1K Buy
2,092
+734
+54% +$8.87K ﹤0.01% 1103
2025
Q4 		$20.3K Buy
1,358
+842
+163% +$13.2K ﹤0.01% 1113
2025
Q3 		$8.74K Hold
516
– – ﹤0.01% 1450
2025
Q2 		$9.91K Sell
516
-810
-61% -$15K ﹤0.01% 1363
2025
Q1 		$26.6K Buy
1,326
+1,050
+380% +$23.6K ﹤0.01% 924
2024
Q4 		$6.42K Buy
276
+237
+608% +$5.42K ﹤0.01% 1432
2024
Q3 		$755 Hold
39
– – ﹤0.01% 1916
2024
Q2 		$692 Hold
39
– – ﹤0.01% 1908
2024
Q1 		$736 Buy
39
+10
+34% +$168 ﹤0.01% 1776
2023
Q4 		$432 Buy
+29
New +$390 ﹤0.01% 1838

Other funds holding OWL

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GFL
Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return