Triumph Capital Management’s Blue Owl Capital OWL Stock Holding History

Triumph Capital 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 Q2	–	Sell	-41,000	Closed	-$822K	–	306
2025 Q1	$822K	Buy	41,000 +21,000	+105%	+$472K	0.27%	95
2024 Q4	$465K	Buy	+20,000	New	+$458K	0.16%	158
2023 Q3	–	Sell	-50,348	Closed	-$587K	–	241
2023 Q2	$587K	Buy	+50,348	New	+$542K	0.27%	81

Other funds holding OWL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triumph Capital Management's OWL Position: Q2 2025 in Review

Triumph Capital Management sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 41,000 shares — an estimated $822K sold.

Triumph Capital Management first reported a position in OWL in Q2 2023 and held it in 3 quarters. The position peaked at $822K in Q1 2025. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

Triumph Capital Management reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
Triumph Capital Management sold 41,000 Blue Owl Capital shares in Q2 2025, an estimated $822K.
Triumph Capital Management first reported a position in Blue Owl Capital in Q2 2023 and held it in 3 quarters.
Triumph Capital Management's Blue Owl Capital position peaked at $822K in Q1 2025.
474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Triumph Capital Management's 13F filing for Q2 2025, filed 9 Jul 2025.