SWM
BL icon

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
Q2 		$1.97K Hold
70
– – ﹤0.01% 1411
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FP
Fivespan Partners San Francisco, California $424M AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

SHP Wealth Management's BL Position: Q2 2026 in Review

SHP Wealth Management held its BlackLine (BL) position steady in Q2 2026 at 70 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

SHP Wealth Management first reported a position in BL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.89K in Q4 2025. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • SHP Wealth Management held 70 shares of BlackLine worth $1.97K as of Q2 2026.
  • SHP Wealth Management left its BlackLine share count unchanged in Q2 2026.
  • BlackLine made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1411 holding.
  • SHP Wealth Management first reported a position in BlackLine in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's BlackLine position peaked at $3.89K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.