Mutual Advisors’s Blue Owl Capital OWL Stock Holding History

Mutual 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	$739K	Buy	80,888 +29,696	+58%	+$359K	0.02%	704
2025 Q4	$765K	Buy	51,192 +11,573	+29%	+$181K	0.02%	685
2025 Q3	$646K	Buy	39,619 +6,057	+18%	+$115K	0.01%	738
2025 Q2	$672K	Sell	33,562 -153	-0.5%	-$2.83K	0.02%	658
2025 Q1	$624K	Buy	33,715 +1,752	+5%	+$39.4K	0.02%	621
2024 Q4	$748K	Buy	31,963 +2,935	+10%	+$67.2K	0.02%	570
2024 Q3	$678K	Buy	29,028 +9,165	+46%	+$164K	0.02%	603
2024 Q2	$384K	Buy	+19,863	New	+$364K	0.01%	802

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

Mutual Advisors's OWL Position: Q1 2026 in Review

Mutual Advisors increased its Blue Owl Capital (OWL) stake by 58% in Q1 2026, buying an estimated $359K and bringing the position to 80,888 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #704.

Mutual Advisors first reported a position in OWL in Q2 2024 and has held it in 8 quarters since. The position peaked at $765K in Q4 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Mutual Advisors held 80,888 shares of Blue Owl Capital worth $739K as of Q1 2026.
Mutual Advisors bought 29,696 Blue Owl Capital shares in Q1 2026, an estimated $359K.
Blue Owl Capital made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #704 holding.
Mutual Advisors first reported a position in Blue Owl Capital in Q2 2024 and has held it in 8 quarters since.
Mutual Advisors's Blue Owl Capital position peaked at $765K in Q4 2025.
544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.