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Richard Bernstein Advisors’s Blue Owl Capital OWL Stock Holding History

Richard Bernstein 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 		– Sell
-51,966
Closed -$776K – 247
2025
Q4 		$776K Sell
51,966
-5,849
-10% -$91.5K 0.02% 147
2025
Q3 		$979K Sell
57,815
-77,951
-57% -$1.48M 0.03% 169
2025
Q2 		$2.61M Hold
135,766
– – 0.06% 158
2025
Q1 		$2.72M Buy
+135,766
New +$3.05M 0.07% 168

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Richard Bernstein Advisors's OWL Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 51,966 shares — an estimated $776K sold.

Richard Bernstein Advisors first reported a position in OWL in Q1 2025 and held it in 4 quarters. The position peaked at $2.72M in Q1 2025. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Richard Bernstein Advisors reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Richard Bernstein Advisors sold 51,966 Blue Owl Capital shares in Q1 2026, an estimated $776K.
  • Richard Bernstein Advisors first reported a position in Blue Owl Capital in Q1 2025 and held it in 4 quarters.
  • Richard Bernstein Advisors's Blue Owl Capital position peaked at $2.72M in Q1 2025.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.