True Wealth Design’s BlackLine BL Stock Holding History

True Wealth Design’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	-8	Closed	-$443	–	2715
2025 Q4	$443	Hold	8	–	–	﹤0.01%	1991
2025 Q3	$425	Hold	8	–	–	﹤0.01%	2059
2025 Q2	$453	Hold	8	–	–	﹤0.01%	1785
2025 Q1	$388	Buy	+8	New	+$438	﹤0.01%	1654

Other funds holding BL

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 Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

True Wealth Design's BL Position: Q1 2026 in Review

True Wealth Design sold out of BlackLine (BL) in Q1 2026, closing a stake of 8 shares — an estimated $443 sold.

True Wealth Design first reported a position in BL in Q1 2025 and held it in 4 quarters. The position peaked at $453 in Q2 2025. 279 funds tracked by Wall St. Rank hold BL as of Q1 2026.

True Wealth Design reported no remaining BlackLine position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 8 BlackLine shares in Q1 2026, an estimated $443.
True Wealth Design first reported a position in BlackLine in Q1 2025 and held it in 4 quarters.
True Wealth Design's BlackLine position peaked at $453 in Q2 2025.
279 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.