Obermeyer Wealth Partners’s Blue Owl Capital OWL Stock Holding History

Obermeyer Wealth Partners’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	-115,326	Closed	-$1.95M	–	306
2025 Q3	$1.95M	Buy	115,326 +6,529	+6%	+$124K	0.09%	80
2025 Q2	$2.09M	Buy	108,797 +318	+0.3%	+$5.88K	0.1%	76
2025 Q1	$2.17M	Sell	108,479 -24,206	-18%	-$544K	0.12%	67
2024 Q4	$3.09M	Buy	132,685 +1,455	+1%	+$33.3K	0.16%	54
2024 Q3	$2.54M	Sell	131,230 -35,262	-21%	-$630K	0.14%	62
2024 Q2	$2.96M	Sell	166,492 -1,720	-1%	-$31.6K	0.17%	55
2024 Q1	$3.17M	Buy	+168,212	New	+$2.82M	0.19%	50

Other funds holding OWL

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Obermeyer Wealth Partners's OWL Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 115,326 shares — an estimated $1.95M sold.

Obermeyer Wealth Partners first reported a position in OWL in Q1 2024 and held it in 7 quarters. The position peaked at $3.17M in Q1 2024. 519 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

Obermeyer Wealth Partners reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Obermeyer Wealth Partners sold 115,326 Blue Owl Capital shares in Q4 2025, an estimated $1.95M.
Obermeyer Wealth Partners first reported a position in Blue Owl Capital in Q1 2024 and held it in 7 quarters.
Obermeyer Wealth Partners's Blue Owl Capital position peaked at $3.17M in Q1 2024.
519 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.