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TrueMark Investments’s Blue Owl Capital OWL Stock Holding History

TrueMark Investments’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
-406,011
Closed -$6.87M – 276
2025
Q3 		$6.87M Buy
+406,011
New +$7.72M 1.19% 28
2025
Q1 		– Sell
-236,402
Closed -$5.5M – 243
2024
Q4 		$5.5M Buy
236,402
+78,580
+50% +$1.8M 1.76% 9
2024
Q3 		$3.06M Buy
157,822
+14,760
+10% +$264K 0.98% 39
2024
Q2 		$2.54M Sell
143,062
-45,606
-24% -$837K 0.87% 42
2024
Q1 		$3.56M Buy
188,668
+102,277
+118% +$1.71M 3.26% 4
2023
Q4 		$1.29M Buy
+86,391
New +$1.16M 1.28% 41

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 $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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $2.9T AUM 29.55% 1-Year Est. Return

TrueMark Investments's OWL Position: Q4 2025 in Review

TrueMark Investments sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 406,011 shares — an estimated $6.87M sold.

TrueMark Investments first reported a position in OWL in Q4 2023 and held it in 6 quarters. The position peaked at $6.87M in Q3 2025. 519 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • TrueMark Investments reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • TrueMark Investments sold 406,011 Blue Owl Capital shares in Q4 2025, an estimated $6.87M.
  • TrueMark Investments first reported a position in Blue Owl Capital in Q4 2023 and held it in 6 quarters.
  • TrueMark Investments's Blue Owl Capital position peaked at $6.87M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on TrueMark Investments's 13F filing for Q4 2025, filed 14 Jan 2026.