OWA
OWL icon

One Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

One Wealth 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
2025
Q1 		– Sell
-10,030
Closed -$233K – 302
2024
Q4 		$233K Sell
10,030
-410
-4% -$9.38K 0.03% 220
2024
Q3 		$202K Buy
+10,440
New +$186K 0.03% 261

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

One Wealth Advisors's OWL Position: Q1 2025 in Review

One Wealth Advisors sold out of Blue Owl Capital (OWL) in Q1 2025, closing a stake of 10,030 shares — an estimated $233K sold.

One Wealth Advisors first reported a position in OWL in Q3 2024 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 455 funds tracked by Wall St. Rank hold OWL as of Q1 2025.

  • One Wealth Advisors reported no remaining Blue Owl Capital position as of Q1 2025 after selling out during the quarter.
  • One Wealth Advisors sold 10,030 Blue Owl Capital shares in Q1 2025, an estimated $233K.
  • One Wealth Advisors first reported a position in Blue Owl Capital in Q3 2024 and held it in 2 quarters.
  • One Wealth Advisors's Blue Owl Capital position peaked at $233K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.