Mount Yale Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Mount Yale Investment 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
2026 Q1	$4.46M	Buy	487,953 +36,303	+8%	+$439K	0.1%	205
2025 Q4	$6.75M	Buy	451,650 +77,414	+21%	+$1.21M	0.32%	66
2025 Q3	$6.34M	Buy	374,236 +367,250	+5,257%	+$6.98M	0.44%	45
2025 Q2	$134K	Sell	6,986 -11,774	-63%	-$218K	0.01%	610
2025 Q1	$376K	Sell	18,760 -5,869	-24%	-$132K	0.03%	382
2024 Q4	$573K	Buy	24,629 +168	+0.7%	+$3.85K	0.05%	320
2024 Q3	$474K	Buy	24,461 +11,469	+88%	+$205K	0.05%	357
2024 Q2	$231K	Buy	+12,992	New	+$238K	0.02%	497

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Mount Yale Investment Advisors's OWL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Blue Owl Capital (OWL) stake by 8% in Q1 2026, buying an estimated $439K and bringing the position to 487,953 shares worth $4.46M. The position accounts for 0.1% of the portfolio, ranked #205.

Mount Yale Investment Advisors first reported a position in OWL in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.75M in Q4 2025. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Mount Yale Investment Advisors held 487,953 shares of Blue Owl Capital worth $4.46M as of Q1 2026.
Mount Yale Investment Advisors bought 36,303 Blue Owl Capital shares in Q1 2026, an estimated $439K.
Blue Owl Capital made up 0.1% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #205 holding.
Mount Yale Investment Advisors first reported a position in Blue Owl Capital in Q2 2024 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Blue Owl Capital position peaked at $6.75M in Q4 2025.
545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.