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Arkadios Wealth Advisors’s Clear Secure YOU Stock Holding History

Arkadios Wealth Advisors’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 		$903K Sell
16,197
-6,245
-28% -$341K 0.01% 849
2026
Q1 		$1.09M Sell
22,442
-18,045
-45% -$718K 0.02% 749
2025
Q4 		$1.42M Sell
40,487
-4,346
-10% -$148K 0.03% 561
2025
Q3 		$1.5M Buy
44,833
+511
+1% +$16.9K 0.04% 489
2025
Q2 		$1.23M Buy
44,322
+4,528
+11% +$115K 0.04% 491
2025
Q1 		$1.03M Buy
39,794
+26,052
+190% +$648K 0.04% 450
2024
Q4 		$366K Buy
13,742
+1,848
+16% +$55.8K 0.02% 657
2024
Q3 		$394K Sell
11,894
-532
-4% -$13.7K 0.02% 631
2024
Q2 		$232K Buy
+12,426
New +$225K 0.02% 719

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's YOU Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Clear Secure (YOU) stake by 28% in Q2 2026, selling an estimated $341K and leaving 16,197 shares worth $903K. The position accounts for 0.01% of the portfolio, ranked #849.

Arkadios Wealth Advisors first reported a position in YOU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q3 2025. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Arkadios Wealth Advisors held 16,197 shares of Clear Secure worth $903K as of Q2 2026.
  • Arkadios Wealth Advisors sold 6,245 Clear Secure shares in Q2 2026, an estimated $341K.
  • Clear Secure made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #849 holding.
  • Arkadios Wealth Advisors first reported a position in Clear Secure in Q2 2024 and has held it in 9 quarters since.
  • Arkadios Wealth Advisors's Clear Secure position peaked at $1.5M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.