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Basecamp Wealth Advisors’s Clear Secure YOU Stock Holding History

Basecamp 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 		$14.7K Buy
264
+48
+22% +$2.63K ﹤0.01% 916
2026
Q1 		$10.5K Buy
+216
New +$8.6K ﹤0.01% 1010

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

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

Basecamp Wealth Advisors increased its Clear Secure (YOU) stake by 22% in Q2 2026, buying an estimated $2.63K and bringing the position to 264 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Basecamp Wealth Advisors first reported a position in YOU in Q1 2026 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Basecamp Wealth Advisors held 264 shares of Clear Secure worth $14.7K as of Q2 2026.
  • Basecamp Wealth Advisors bought 48 Clear Secure shares in Q2 2026, an estimated $2.63K.
  • Clear Secure made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #916 holding.
  • Basecamp Wealth Advisors first reported a position in Clear Secure in Q1 2026 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.