Accurate Wealth Management
YOU icon

Accurate Wealth Management’s Clear Secure YOU Stock Holding History

Accurate 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
Q3 		$982K Buy
22,556
+1,491
+7% +$71.5K 0.08% 233
2026
Q2 		$1.16M Sell
21,065
-2,672
-11% -$146K 0.11% 203
2026
Q1 		$1.1M Sell
23,737
-5,974
-20% -$238K 0.13% 174
2025
Q4 		$1.08M Sell
29,711
-5,377
-15% -$183K 0.14% 169
2025
Q3 		$1.09M Sell
35,088
-2,091
-6% -$69.3K 0.15% 152
2025
Q2 		$1.08M Buy
37,179
+4,220
+13% +$108K 0.17% 139
2025
Q1 		$891K Buy
+32,959
New +$820K 0.17% 125

Other funds holding YOU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Accurate Wealth Management's YOU Position: Q3 2026 in Review

Accurate Wealth Management increased its Clear Secure (YOU) stake by 7.1% in Q3 2026, buying an estimated $71.5K and bringing the position to 22,556 shares worth $982K. The position accounts for 0.08% of the portfolio, ranked #233.

Accurate Wealth Management first reported a position in YOU in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.16M in Q2 2026. 240 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Accurate Wealth Management held 22,556 shares of Clear Secure worth $982K as of Q3 2026.
  • Accurate Wealth Management bought 1,491 Clear Secure shares in Q3 2026, an estimated $71.5K.
  • Clear Secure made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #233 holding.
  • Accurate Wealth Management first reported a position in Clear Secure in Q1 2025 and has held it in 7 quarters since.
  • Accurate Wealth Management's Clear Secure position peaked at $1.16M in Q2 2026.
  • 240 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.