Abound Wealth Management’s Clear Secure YOU Stock Holding History

Abound Wealth Management’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 Q2	$112	Sell	2 -3	-60%	-$164	﹤0.01%	1264
2026 Q1	$243	Sell	5 -1	-17%	-$40	﹤0.01%	1180
2025 Q4	$211	Hold	6	–	–	﹤0.01%	1165
2025 Q3	$201	Hold	6	–	–	﹤0.01%	1117
2025 Q2	$167	Hold	6	–	–	﹤0.01%	1113
2025 Q1	$156	Hold	6	–	–	﹤0.01%	1079
2024 Q4	$160	Hold	6	–	–	﹤0.01%	1157
2024 Q3	$199	Buy	+6	New	+$155	﹤0.01%	1168

Other funds holding YOU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's YOU Position: Q2 2026 in Review

Abound Wealth Management reduced its Clear Secure (YOU) stake by 60% in Q2 2026, selling an estimated $164 and leaving 2 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Abound Wealth Management first reported a position in YOU in Q3 2024 and has held it in 8 quarters since. The position peaked at $243 in Q1 2026. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Abound Wealth Management held 2 shares of Clear Secure worth $112 as of Q2 2026.
Abound Wealth Management sold 3 Clear Secure shares in Q2 2026, an estimated $164.
Clear Secure made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1264 holding.
Abound Wealth Management first reported a position in Clear Secure in Q3 2024 and has held it in 8 quarters since.
Abound Wealth Management's Clear Secure position peaked at $243 in Q1 2026.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.