Unique Wealth Strategies’s Blackbaud BLKB Stock Holding History

Unique Wealth Strategies’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	–	Sell	-11,598	Closed	-$448K	–	226
2026 Q1	$448K	Buy	+11,598	New	+$579K	0.18%	169

Other funds holding BLKB

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 $3.38T AUM 44.17% 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

Unique Wealth Strategies's BLKB Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Blackbaud (BLKB) in Q2 2026, closing a stake of 11,598 shares — an estimated $448K sold.

Unique Wealth Strategies first reported a position in BLKB in Q1 2026 and held it in 1 quarter. The position peaked at $448K in Q1 2026. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

Unique Wealth Strategies reported no remaining Blackbaud position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 11,598 Blackbaud shares in Q2 2026, an estimated $448K.
Unique Wealth Strategies first reported a position in Blackbaud in Q1 2026 and held it in 1 quarter.
Unique Wealth Strategies's Blackbaud position peaked at $448K in Q1 2026.
283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.