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Waverly Advisors’s Blue Owl Capital OWL Stock Holding History

Waverly Advisors’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 		$487K Buy
53,371
+18,954
+55% +$229K ﹤0.01% 1101
2025
Q4 		$514K Buy
34,417
+7,097
+26% +$111K ﹤0.01% 997
2025
Q3 		$463K Buy
27,320
+2,484
+10% +$47.2K ﹤0.01% 872
2025
Q2 		$477K Buy
24,836
+6,119
+33% +$113K 0.01% 816
2025
Q1 		$375K Buy
+18,717
New +$421K ﹤0.01% 857

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 $5.72T 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 $17.1B AUM 70.99% 1-Year Est. Return

Waverly Advisors's OWL Position: Q1 2026 in Review

Waverly Advisors increased its Blue Owl Capital (OWL) stake by 55% in Q1 2026, buying an estimated $229K and bringing the position to 53,371 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Waverly Advisors first reported a position in OWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $514K in Q4 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Waverly Advisors held 53,371 shares of Blue Owl Capital worth $487K as of Q1 2026.
  • Waverly Advisors bought 18,954 Blue Owl Capital shares in Q1 2026, an estimated $229K.
  • Blue Owl Capital made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1101 holding.
  • Waverly Advisors first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Blue Owl Capital position peaked at $514K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.