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Stonegate Investment Group’s Blue Owl Capital OWL Stock Holding History

Stonegate Investment Group’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
Q3 		$431K Buy
25,465
+884
+4% +$16.8K 0.01% 266
2025
Q2 		$472K Buy
+24,581
New +$455K 0.01% 246

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
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
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

Stonegate Investment Group's OWL Position: Q3 2025 in Review

Stonegate Investment Group increased its Blue Owl Capital (OWL) stake by 3.6% in Q3 2025, buying an estimated $16.8K and bringing the position to 25,465 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #266.

Stonegate Investment Group first reported a position in OWL in Q2 2025 and has held it in 2 quarters since. The position peaked at $472K in Q2 2025. 474 funds tracked by Wall St. Rank hold OWL as of Q3 2025.

  • Stonegate Investment Group held 25,465 shares of Blue Owl Capital worth $431K as of Q3 2025.
  • Stonegate Investment Group bought 884 Blue Owl Capital shares in Q3 2025, an estimated $16.8K.
  • Blue Owl Capital made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #266 holding.
  • Stonegate Investment Group first reported a position in Blue Owl Capital in Q2 2025 and has held it in 2 quarters since.
  • Stonegate Investment Group's Blue Owl Capital position peaked at $472K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.