Wellington Management Group
OWL icon

Wellington Management Group’s Blue Owl Capital OWL Stock Holding History

Wellington Management Group’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 		$107K Hold
11,686
– – ﹤0.01% 1862
2025
Q4 		$175K Buy
+11,686
New +$183K ﹤0.01% 1888
2025
Q3 		– Sell
-28,670
Closed -$551K – 2071
2025
Q2 		$551K Buy
28,670
+7,293
+34% +$135K ﹤0.01% 1810
2025
Q1 		$428K Buy
+21,377
New +$481K ﹤0.01% 1841
2024
Q3 		– Sell
-18,272
Closed -$324K – 1998
2024
Q2 		$324K Buy
18,272
+3,495
+24% +$64.1K ﹤0.01% 1823
2024
Q1 		$279K Buy
+14,777
New +$248K ﹤0.01% 1854
2022
Q1 		– Sell
-157,254
Closed -$2.35M – 2193
2021
Q4 		$2.35M Buy
+157,254
New +$2.48M ﹤0.01% 1629
2021
Q3 		– Sell
-119,190
Closed -$1.54M – 2239
2021
Q2 		$1.54M Buy
+119,190
New +$1.35M ﹤0.01% 1725

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 $5.7T 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 $2.1B AUM 70.99% 1-Year Est. Return