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Tortoise Investment Management’s Blue Owl Capital OWL Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-100
Closed -$7 – 1074
2025
Q3 		$7 Hold
100
– – ﹤0.01% 1545
2025
Q2 		$100 Buy
+100
New +$1.85K ﹤0.01% 1272

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 $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $3.37T AUM 44.26% 1-Year Est. Return

Tortoise Investment Management's OWL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 85 shares — an estimated $1.44K sold.

Tortoise Investment Management first reported a position in OWL in Q2 2025 and held it in 2 quarters. The position peaked at $1.61K in Q2 2025. 520 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • Tortoise Investment Management reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 85 Blue Owl Capital shares in Q4 2025, an estimated $1.44K.
  • Tortoise Investment Management first reported a position in Blue Owl Capital in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Blue Owl Capital position peaked at $1.61K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.