MPWT
OWL icon

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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

MassMutual Private Wealth & Trust's OWL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Blue Owl Capital (OWL) stake by 119% in Q2 2026, buying an estimated $23.6K and bringing the position to 4,577 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

MassMutual Private Wealth & Trust first reported a position in OWL in Q4 2023 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 4,577 shares of Blue Owl Capital worth $40K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 2,485 Blue Owl Capital shares in Q2 2026, an estimated $23.6K.
  • Blue Owl Capital made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #866 holding.
  • MassMutual Private Wealth & Trust first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.