MWPCG
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Measured Wealth Private Client Group’s BlackLine BL Stock Holding History

Measured Wealth Private Client Group’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
-278
Closed -$15.4K – 729
2025
Q4 		$15.4K Sell
278
-196
-41% -$10.8K ﹤0.01% 522
2025
Q3 		$25.2K Buy
+474
New +$25.6K 0.01% 428

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

Measured Wealth Private Client Group's BL Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of BlackLine (BL) in Q1 2026, closing a stake of 278 shares — an estimated $15.4K sold.

Measured Wealth Private Client Group first reported a position in BL in Q3 2025 and held it in 2 quarters. The position peaked at $25.2K in Q3 2025. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining BlackLine position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 278 BlackLine shares in Q1 2026, an estimated $15.4K.
  • Measured Wealth Private Client Group first reported a position in BlackLine in Q3 2025 and held it in 2 quarters.
  • Measured Wealth Private Client Group's BlackLine position peaked at $25.2K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.