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Schechter Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Schechter Investment 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
Q1 		$357K Sell
17,825
-5,639
-24% -$127K 0.03% 440
2024
Q4 		$546K Sell
23,464
-856
-4% -$19.6K 0.04% 372
2024
Q3 		$471K Buy
24,320
+11,284
+87% +$202K 0.03% 408
2024
Q2 		$231K Buy
+13,036
New +$239K 0.02% 529

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schechter Investment Advisors's OWL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Blue Owl Capital (OWL) stake by 24% in Q1 2025, selling an estimated $127K and leaving 17,825 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #440.

Schechter Investment Advisors first reported a position in OWL in Q2 2024 and has held it in 4 quarters since. The position peaked at $546K in Q4 2024. 455 funds tracked by Wall St. Rank hold OWL as of Q1 2025.

  • Schechter Investment Advisors held 17,825 shares of Blue Owl Capital worth $357K as of Q1 2025.
  • Schechter Investment Advisors sold 5,639 Blue Owl Capital shares in Q1 2025, an estimated $127K.
  • Blue Owl Capital made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #440 holding.
  • Schechter Investment Advisors first reported a position in Blue Owl Capital in Q2 2024 and has held it in 4 quarters since.
  • Schechter Investment Advisors's Blue Owl Capital position peaked at $546K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.