SHP Wealth Management’s BlackLine BL Stock Holding History

SHP 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	$2.6K	Hold	70	–	–	﹤0.01%	1222
2025 Q4	$3.89K	Buy	+70	New	+$3.86K	﹤0.01%	1025

Other funds holding BL

BlackRock New York $6.73T AUM 46.02% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

SHP Wealth Management held its BlackLine (BL) position steady in Q1 2026 at 70 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

SHP Wealth Management first reported a position in BL in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.89K in Q4 2025. 279 funds tracked by Wall St. Rank hold BL as of Q1 2026.

SHP Wealth Management held 70 shares of BlackLine worth $2.6K as of Q1 2026.
SHP Wealth Management left its BlackLine share count unchanged in Q1 2026.
BlackLine made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1222 holding.
SHP Wealth Management first reported a position in BlackLine in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's BlackLine position peaked at $3.89K in Q4 2025.
279 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.