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Smartleaf Asset Management’s Blue Owl Capital OWL Stock Holding History

Smartleaf Asset 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
Q1 		$2.43K Sell
268
-130
-33% -$1.57K ﹤0.01% 2906
2025
Q4 		$5.97K Sell
398
-7
-2% -$109 ﹤0.01% 2630
2025
Q3 		$7.11K Buy
405
+67
+20% +$1.27K ﹤0.01% 2243
2025
Q2 		$6.57K Sell
338
-228
-40% -$4.22K ﹤0.01% 1960
2025
Q1 		$11.4K Sell
566
-109
-16% -$2.45K ﹤0.01% 1879
2024
Q4 		$15.8K Buy
675
+442
+190% +$10.1K ﹤0.01% 1782
2024
Q3 		$4.48K Buy
233
+217
+1,356% +$3.88K ﹤0.01% 2173
2024
Q2 		$286 Sell
16
-38
-70% -$697 ﹤0.01% 2635
2024
Q1 		$1.01K Buy
+54
New +$905 ﹤0.01% 1621

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return