Physician Wealth Advisors’s Blackbaud BLKB Stock Holding History

Physician Wealth Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$563	Buy	+19	New	+$625	﹤0.01%	2055

Other funds holding BLKB

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Physician Wealth Advisors's BLKB Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Blackbaud (BLKB) in Q2 2026: 19 shares worth $563. The stake represents ﹤0.01% of the portfolio and ranks #2055 among its holdings.

283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

Physician Wealth Advisors held 19 shares of Blackbaud worth $563 as of Q2 2026.
Blackbaud was a new Physician Wealth Advisors position in Q2 2026.
Blackbaud made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2055 holding.
283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.