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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
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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Accurate Wealth Management reduced its Clear Secure (YOU) stake by 11% in Q2 2026, selling an estimated $146K and leaving 21,065 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #203.

Accurate Wealth Management first reported a position in YOU in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Accurate Wealth Management held 21,065 shares of Clear Secure worth $1.16M as of Q2 2026.
  • Accurate Wealth Management sold 2,672 Clear Secure shares in Q2 2026, an estimated $146K.
  • Clear Secure made up 0.11% of Accurate Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Accurate Wealth Management first reported a position in Clear Secure in Q1 2025 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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