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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
Q2 		$321K Sell
36,674
-16,697
-31% -$159K ﹤0.01% 1381
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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Waverly Advisors's OWL Position: Q2 2026 in Review

Waverly Advisors reduced its Blue Owl Capital (OWL) stake by 31% in Q2 2026, selling an estimated $159K and leaving 36,674 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Waverly Advisors first reported a position in OWL in Q1 2025 and has held it in 6 quarters since. The position peaked at $514K in Q4 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Waverly Advisors held 36,674 shares of Blue Owl Capital worth $321K as of Q2 2026.
  • Waverly Advisors sold 16,697 Blue Owl Capital shares in Q2 2026, an estimated $159K.
  • Blue Owl Capital made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1381 holding.
  • Waverly Advisors first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Blue Owl Capital position peaked at $514K in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.