Westwood Holdings Group’s Blue Owl Capital OWL Stock Holding History

Westwood Holdings 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	–	Sell	-18,647	Closed	-$279K	–	487
2025 Q4	$279K	Sell	18,647 -821,201	-98%	-$12.8M	﹤0.01%	461
2025 Q3	$14.2M	Sell	839,848 -27,025	-3%	-$514K	0.1%	211
2025 Q2	$16.7M	Sell	866,873 -30,646	-3%	-$567K	0.12%	197
2025 Q1	$18M	Buy	897,519 +15,650	+2%	+$352K	0.14%	174
2024 Q4	$20.5M	Sell	881,869 -4,850	-0.5%	-$111K	0.16%	170
2024 Q3	$17.2M	Sell	886,719 -111,086	-11%	-$1.98M	0.07%	222
2024 Q2	$17.7M	Buy	997,805 +19,306	+2%	+$354K	0.08%	211
2024 Q1	$18.5M	Buy	978,499 +10,483	+1%	+$176K	0.14%	179
2023 Q4	$14.4M	Buy	+968,016	New	+$13M	0.12%	181

Other funds holding OWL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Westwood Holdings Group's OWL Position: Q1 2026 in Review

Westwood Holdings Group sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 18,647 shares — an estimated $279K sold.

Westwood Holdings Group first reported a position in OWL in Q4 2023 and held it in 9 quarters. The position peaked at $20.5M in Q4 2024. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

Westwood Holdings Group reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
Westwood Holdings Group sold 18,647 Blue Owl Capital shares in Q1 2026, an estimated $279K.
Westwood Holdings Group first reported a position in Blue Owl Capital in Q4 2023 and held it in 9 quarters.
Westwood Holdings Group's Blue Owl Capital position peaked at $20.5M in Q4 2024.
545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.