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Balboa Wealth Partners’s Clear Secure YOU Stock Holding History

Balboa Wealth Partners’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 		$429K Sell
7,701
-840
-10% -$45.9K 0.06% 263
2026
Q1 		$413K Buy
8,541
+2,263
+36% +$90.1K 0.07% 237
2025
Q4 		$220K Buy
+6,278
New +$214K 0.04% 358
2025
Q1 		– Sell
-26,321
Closed -$701K – 378
2024
Q4 		$701K Buy
+26,321
New +$795K 0.16% 107

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

Balboa Wealth Partners's YOU Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Clear Secure (YOU) stake by 9.8% in Q2 2026, selling an estimated $45.9K and leaving 7,701 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #263.

Balboa Wealth Partners first reported a position in YOU in Q4 2024 and has held it in 4 quarters since. The position peaked at $701K in Q4 2024. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Balboa Wealth Partners held 7,701 shares of Clear Secure worth $429K as of Q2 2026.
  • Balboa Wealth Partners sold 840 Clear Secure shares in Q2 2026, an estimated $45.9K.
  • Clear Secure made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #263 holding.
  • Balboa Wealth Partners first reported a position in Clear Secure in Q4 2024 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Clear Secure position peaked at $701K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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