Whittier Trust’s Blue Owl Capital OWL Stock Holding History

Whittier Trust’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 Q3	–	Sell	-337	Closed	-$6.47K	–	1544
2025 Q2	$6.47K	Hold	337	–	–	﹤0.01%	1302
2025 Q1	$6.75K	Sell	337 -337	-50%	-$7.58K	﹤0.01%	1275
2024 Q4	$15.7K	Hold	674	–	–	﹤0.01%	1169
2024 Q3	$13K	Hold	674	–	–	﹤0.01%	1221
2024 Q2	$12K	Buy	+674	New	+$12.4K	﹤0.01%	1220

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whittier Trust's OWL Position: Q3 2025 in Review

Whittier Trust sold out of Blue Owl Capital (OWL) in Q3 2025, closing a stake of 337 shares — an estimated $6.47K sold.

Whittier Trust first reported a position in OWL in Q2 2024 and held it in 5 quarters. The position peaked at $15.7K in Q4 2024. 476 funds tracked by Wall St. Rank hold OWL as of Q3 2025.

Whittier Trust reported no remaining Blue Owl Capital position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 337 Blue Owl Capital shares in Q3 2025, an estimated $6.47K.
Whittier Trust first reported a position in Blue Owl Capital in Q2 2024 and held it in 5 quarters.
Whittier Trust's Blue Owl Capital position peaked at $15.7K in Q4 2024.
476 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.