Baltimore-Washington Financial Advisors’s Clear Secure YOU Stock Holding History

Baltimore-Washington Financial 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	$557K	Hold	10,000	–	–	0.02%	124
2026 Q1	$484K	Sell	10,000 -1	-0%	-$40	0.02%	123
2025 Q4	$351K	Hold	10,001	–	–	0.01%	143
2025 Q3	$334K	Buy	10,001 +1	+0%	+$33	0.01%	139
2025 Q2	$278K	Hold	10,000	–	–	0.01%	146
2025 Q1	$259K	Hold	10,000	–	–	0.01%	133
2024 Q4	$266K	Buy	+10,000	New	+$302K	0.01%	129

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 $3.38T AUM 44.17% 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

Baltimore-Washington Financial Advisors's YOU Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its Clear Secure (YOU) position steady in Q2 2026 at 10,000 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #124.

Baltimore-Washington Financial Advisors first reported a position in YOU in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Baltimore-Washington Financial Advisors held 10,000 shares of Clear Secure worth $557K as of Q2 2026.
Baltimore-Washington Financial Advisors left its Clear Secure share count unchanged in Q2 2026.
Clear Secure made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #124 holding.
Baltimore-Washington Financial Advisors first reported a position in Clear Secure in Q4 2024 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.