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NewEdge Advisors’s Blue Owl Capital OWL Stock Holding History

NewEdge 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
Q2 		$1.97M Sell
225,224
-203,725
-47% -$1.94M 0.01% 1230
2026
Q1 		$3.92M Buy
428,949
+74,926
+21% +$906K 0.01% 792
2025
Q4 		$5.29M Buy
354,023
+37,412
+12% +$585K 0.02% 634
2025
Q3 		$5.36M Buy
316,611
+171
+0.1% +$3.25K 0.02% 598
2025
Q2 		$6.08M Buy
316,440
+18,062
+6% +$334K 0.03% 508
2025
Q1 		$5.98M Buy
298,378
+6,659
+2% +$150K 0.04% 454
2024
Q4 		$6.79M Buy
291,719
+13,204
+5% +$302K 0.04% 404
2024
Q3 		$5.39M Buy
278,515
+2,318
+0.8% +$41.4K 0.04% 444
2024
Q2 		$4.9M Buy
276,197
+239,914
+661% +$4.4M 0.04% 452
2024
Q1 		$684K Buy
36,283
+260
+0.7% +$4.36K 0.01% 1183
2023
Q4 		$537K Sell
36,023
-362
-1% -$4.87K 0.01% 1250
2023
Q3 		$472K Buy
36,385
+3,322
+10% +$39.6K 0.01% 1202
2023
Q2 		$385K Sell
33,063
-1,370
-4% -$14.7K ﹤0.01% 1326
2023
Q1 		$382K Buy
34,433
+275
+0.8% +$3.29K ﹤0.01% 1240
2022
Q4 		$5.25K Sell
34,158
-3,822
-10% -$40.4K ﹤0.01% 2572
2022
Q3 		$351K Buy
37,980
+513
+1% +$5.7K 0.01% 1123
2022
Q2 		$376K Buy
+37,467
New +$449K 0.01% 1106
2021
Q1 		– Sell
-10,000
Closed -$114K – 1092
2020
Q4 		$114K Buy
+10,000
New +$108K ﹤0.01% 918

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

NewEdge Advisors's OWL Position: Q2 2026 in Review

NewEdge Advisors reduced its Blue Owl Capital (OWL) stake by 47% in Q2 2026, selling an estimated $1.94M and leaving 225,224 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #1230.

NewEdge Advisors first reported a position in OWL in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.79M in Q4 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • NewEdge Advisors held 225,224 shares of Blue Owl Capital worth $1.97M as of Q2 2026.
  • NewEdge Advisors sold 203,725 Blue Owl Capital shares in Q2 2026, an estimated $1.94M.
  • Blue Owl Capital made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1230 holding.
  • NewEdge Advisors first reported a position in Blue Owl Capital in Q4 2020 and has held it in 18 quarters since.
  • NewEdge Advisors's Blue Owl Capital position peaked at $6.79M in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.