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Meridian Wealth Management’s Blue Owl Capital OWL Stock Holding History

Meridian Wealth Management’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
-129,558
Closed -$2.19M – 774
2025
Q3 		$2.19M Sell
129,558
-794
-0.6% -$15.1K 0.08% 206
2025
Q2 		$2.5M Buy
130,352
+7,757
+6% +$143K 0.11% 176
2025
Q1 		$2.46M Buy
+122,595
New +$2.76M 0.12% 167

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meridian Wealth Management's OWL Position: Q4 2025 in Review

Meridian Wealth Management sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 129,558 shares — an estimated $2.19M sold.

Meridian Wealth Management first reported a position in OWL in Q1 2025 and held it in 3 quarters. The position peaked at $2.5M in Q2 2025. 519 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • Meridian Wealth Management reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 129,558 Blue Owl Capital shares in Q4 2025, an estimated $2.19M.
  • Meridian Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and held it in 3 quarters.
  • Meridian Wealth Management's Blue Owl Capital position peaked at $2.5M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.