AWM
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Abound Wealth Management’s BlackLine BL Stock Holding History

Abound Wealth Management’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$166 – 1507
2025
Q4 		$166 Hold
3
– – ﹤0.01% 1252
2025
Q3 		$160 Hold
3
– – ﹤0.01% 1198
2025
Q2 		$170 Hold
3
– – ﹤0.01% 1104
2025
Q1 		$146 Sell
3
-1
-25% -$55 ﹤0.01% 1102
2024
Q4 		$244 Hold
4
– – ﹤0.01% 973
2024
Q3 		$221 Hold
4
– – ﹤0.01% 1104
2024
Q2 		$194 Hold
4
– – ﹤0.01% 1109
2024
Q1 		$259 Buy
+4
New +$243 ﹤0.01% 1193

Other funds holding BL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Abound Wealth Management's BL Position: Q1 2026 in Review

Abound Wealth Management sold out of BlackLine (BL) in Q1 2026, closing a stake of 3 shares — an estimated $166 sold.

Abound Wealth Management first reported a position in BL in Q1 2024 and held it in 8 quarters. The position peaked at $259 in Q1 2024. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Abound Wealth Management reported no remaining BlackLine position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 BlackLine shares in Q1 2026, an estimated $166.
  • Abound Wealth Management first reported a position in BlackLine in Q1 2024 and held it in 8 quarters.
  • Abound Wealth Management's BlackLine position peaked at $259 in Q1 2024.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.