STACKSTONE WEALTH, LLC’s Clear Secure YOU Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$299K	Buy	+7,129	New	+$342K	0.03%	279

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Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

STACKSTONE WEALTH, LLC's YOU Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Clear Secure (YOU) in Q3 2026: 7,129 shares worth $299K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings.

58 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

STACKSTONE WEALTH, LLC held 7,129 shares of Clear Secure worth $299K as of Q3 2026.
Clear Secure was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Clear Secure made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #279 holding.
58 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.