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Castle Rock Wealth Management’s Clear Secure YOU Stock Holding History

Castle Rock Wealth Management’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 		$802K Sell
14,410
-104
-0.7% -$5.69K 0.16% 139
2026
Q1 		$745K Buy
14,514
+15
+0.1% +$597 0.16% 133
2025
Q4 		$457K Buy
14,499
+266
+2% +$9.06K 0.1% 167
2025
Q3 		$445K Sell
14,233
-137
-1% -$4.54K 0.1% 167
2025
Q2 		$430K Sell
14,370
-1,608
-10% -$41K 0.1% 168
2025
Q1 		$404K Buy
+15,978
New +$397K 0.11% 160

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

Castle Rock Wealth Management's YOU Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its Clear Secure (YOU) stake by 0.72% in Q2 2026, selling an estimated $5.69K and leaving 14,410 shares worth $802K. The position accounts for 0.16% of the portfolio, ranked #139.

Castle Rock Wealth Management first reported a position in YOU in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Castle Rock Wealth Management held 14,410 shares of Clear Secure worth $802K as of Q2 2026.
  • Castle Rock Wealth Management sold 104 Clear Secure shares in Q2 2026, an estimated $5.69K.
  • Clear Secure made up 0.16% of Castle Rock Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Castle Rock Wealth Management first reported a position in Clear Secure in Q1 2025 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.