Ritholtz Wealth Management
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Ritholtz Wealth Management’s Blue Owl Capital OWL Stock Holding History

Ritholtz Wealth Management’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
Q3 		– Sell
-10,697
Closed -$93.6K – 1481
2026
Q2 		$93.6K Buy
+10,697
New +$102K ﹤0.01% 1277
2022
Q4 		– Sell
-979,727
Closed -$9.04M – 696
2022
Q3 		$9.04M Buy
+979,727
New +$10.9M 0.48% 25

Other funds holding OWL

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Ritholtz Wealth Management's OWL Position: Q3 2026 in Review

Ritholtz Wealth Management sold out of Blue Owl Capital (OWL) in Q3 2026, closing a stake of 10,697 shares — an estimated $93.6K sold.

Ritholtz Wealth Management first reported a position in OWL in Q3 2022 and held it in 2 quarters. The position peaked at $9.04M in Q3 2022. 340 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Ritholtz Wealth Management reported no remaining Blue Owl Capital position as of Q3 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,697 Blue Owl Capital shares in Q3 2026, an estimated $93.6K.
  • Ritholtz Wealth Management first reported a position in Blue Owl Capital in Q3 2022 and held it in 2 quarters.
  • Ritholtz Wealth Management's Blue Owl Capital position peaked at $9.04M in Q3 2022.
  • 340 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.