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Sage Advisors’s Blue Owl Capital OWL Stock Holding History

Sage 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
Q4 		$413K Buy
27,641
+3,597
+15% +$56.2K 0.27% 39
2025
Q3 		$407K Sell
24,044
-1,214
-5% -$23.1K 0.29% 31
2025
Q2 		$485K Buy
25,258
+291
+1% +$5.38K 0.35% 24
2025
Q1 		$500K Buy
+24,967
New +$561K 0.35% 22

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sage Advisors's OWL Position: Q4 2025 in Review

Sage Advisors increased its Blue Owl Capital (OWL) stake by 15% in Q4 2025, buying an estimated $56.2K and bringing the position to 27,641 shares worth $413K. The position accounts for 0.27% of the portfolio, ranked #39.

Sage Advisors first reported a position in OWL in Q1 2025 and has held it in 4 quarters since. The position peaked at $500K in Q1 2025. 519 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • Sage Advisors held 27,641 shares of Blue Owl Capital worth $413K as of Q4 2025.
  • Sage Advisors bought 3,597 Blue Owl Capital shares in Q4 2025, an estimated $56.2K.
  • Blue Owl Capital made up 0.27% of Sage Advisors's portfolio in Q4 2025, its #39 holding.
  • Sage Advisors first reported a position in Blue Owl Capital in Q1 2025 and has held it in 4 quarters since.
  • Sage Advisors's Blue Owl Capital position peaked at $500K in Q1 2025.
  • 519 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.