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Safe Harbor Fiduciary’s Blue Owl Capital OWL Stock Holding History

Safe Harbor Fiduciary’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
Q2 		$48K Hold
2,500
– – 0.05% 113
2025
Q1 		$50.1K Buy
+2,500
New +$56.2K 0.05% 101

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safe Harbor Fiduciary's OWL Position: Q2 2025 in Review

Safe Harbor Fiduciary held its Blue Owl Capital (OWL) position steady in Q2 2025 at 2,500 shares worth $48K. The position accounts for 0.05% of the portfolio, ranked #113.

Safe Harbor Fiduciary first reported a position in OWL in Q1 2025 and has held it in 2 quarters since. The position peaked at $50.1K in Q1 2025. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • Safe Harbor Fiduciary held 2,500 shares of Blue Owl Capital worth $48K as of Q2 2025.
  • Safe Harbor Fiduciary left its Blue Owl Capital share count unchanged in Q2 2025.
  • Blue Owl Capital made up 0.05% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #113 holding.
  • Safe Harbor Fiduciary first reported a position in Blue Owl Capital in Q1 2025 and has held it in 2 quarters since.
  • Safe Harbor Fiduciary's Blue Owl Capital position peaked at $50.1K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.