Osaic Holdings’s Blue Owl Capital OWL Stock Holding History

Osaic Holdings’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	$9	Buy	+3	New	+$36	﹤0.01%	7747

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

Osaic Holdings's OWL Position: Q1 2026 in Review

Osaic Holdings increased its Blue Owl Capital (OWL) stake by 65% in Q1 2026, buying an estimated $466K and bringing the position to 98,201 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Osaic Holdings first reported a position in OWL in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.19M in Q4 2024. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Osaic Holdings held 98,201 shares of Blue Owl Capital worth $897K as of Q1 2026.
Osaic Holdings bought 38,554 Blue Owl Capital shares in Q1 2026, an estimated $466K.
Blue Owl Capital made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2818 holding.
Osaic Holdings first reported a position in Blue Owl Capital in Q4 2020 and has held it in 21 quarters since.
Osaic Holdings's Blue Owl Capital position peaked at $2.19M in Q4 2024.
544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.