Blue Trust Inc’s Clear Secure YOU Stock Holding History

Blue Trust Inc’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 Q3	$121K	Sell	2,874 -935	-25%	-$44.8K	﹤0.01%	941
2026 Q2	$212K	Buy	3,809 +67	+2%	+$3.66K	﹤0.01%	770
2026 Q1	$181K	Sell	3,742 -72	-2%	-$2.87K	﹤0.01%	802
2025 Q4	$134K	Buy	3,814 +451	+13%	+$15.4K	﹤0.01%	933
2025 Q3	$112K	Buy	3,363 +1,090	+48%	+$36.1K	﹤0.01%	1016
2025 Q2	$63.1K	Sell	2,273 -969	-30%	-$24.7K	﹤0.01%	1263
2025 Q1	$84K	Buy	+3,242	New	+$80.6K	﹤0.01%	1073
2024 Q4	–	Sell	-717	Closed	-$13.4K	–	3022
2024 Q3	$13.4K	Buy	717 +399	+125%	+$10.3K	﹤0.01%	2092
2024 Q2	$6.76K	Buy	+318	New	+$5.76K	﹤0.01%	2081
2024 Q1	–	Sell	-52	Closed	-$1K	–	2747
2023 Q4	$1K	Buy	+52	New	+$1.01K	﹤0.01%	2439

Other funds holding YOU

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Blue Trust Inc's YOU Position: Q3 2026 in Review

Blue Trust Inc reduced its Clear Secure (YOU) stake by 25% in Q3 2026, selling an estimated $44.8K and leaving 2,874 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Blue Trust Inc first reported a position in YOU in Q4 2023 and has held it in 10 quarters since. The position peaked at $212K in Q2 2026. 86 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Blue Trust Inc held 2,874 shares of Clear Secure worth $121K as of Q3 2026.
Blue Trust Inc sold 935 Clear Secure shares in Q3 2026, an estimated $44.8K.
Clear Secure made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #941 holding.
Blue Trust Inc first reported a position in Clear Secure in Q4 2023 and has held it in 10 quarters since.
Blue Trust Inc's Clear Secure position peaked at $212K in Q2 2026.
86 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.