Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Clear Secure YOU Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.37M Sell
28,399
-2,779
-9% -$111K ﹤0.01% 1373
2025
Q4 		$1.09M Buy
31,178
+12,272
+65% +$418K ﹤0.01% 1440
2025
Q3 		$631K Buy
18,906
+2,290
+14% +$75.9K ﹤0.01% 1673
2025
Q2 		$461K Sell
16,616
-2,891
-15% -$73.7K ﹤0.01% 1632
2025
Q1 		$505K Buy
19,507
+5,664
+41% +$141K ﹤0.01% 1438
2024
Q4 		$369K Buy
13,843
+1,007
+8% +$30.4K ﹤0.01% 1497
2024
Q3 		$425K Buy
12,836
+5,584
+77% +$144K ﹤0.01% 1392
2024
Q2 		$136K Buy
7,252
+6,573
+968% +$119K ﹤0.01% 1793
2024
Q1 		$14K Buy
679
+549
+422% +$10.9K ﹤0.01% 3155
2023
Q4 		$3K Buy
+130
New +$2.53K ﹤0.01% 3754
2023
Q3 		– Sell
-9,091
Closed -$211K – 4565
2023
Q2 		$211K Buy
9,091
+1,627
+22% +$40.2K ﹤0.01% 1228
2023
Q1 		$195K Buy
+7,464
New +$212K ﹤0.01% 1207

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s YOU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Clear Secure (YOU) stake by 8.9% in Q1 2026, selling an estimated $111K and leaving 28,399 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Carson Wealth (CWM LLC) first reported a position in YOU in Q1 2023 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,399 shares of Clear Secure worth $1.37M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,779 Clear Secure shares in Q1 2026, an estimated $111K.
  • Clear Secure made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1373 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clear Secure in Q1 2023 and has held it in 12 quarters since.
  • 421 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.