CIAS
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CBIZ Investment Advisory Services’s Clear Secure YOU Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-925
Closed -$32.5K – 756
2025
Q4 		$32.5K Sell
925
-5
-0.5% -$170 ﹤0.01% 195
2025
Q3 		$31K Sell
930
-11
-1% -$365 ﹤0.01% 190
2025
Q2 		$26.1K Buy
941
+11
+1% +$280 ﹤0.01% 220
2025
Q1 		$24.1K Buy
930
+264
+40% +$6.57K ﹤0.01% 206
2024
Q4 		$17.7K Buy
+666
New +$20.1K ﹤0.01% 230

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's YOU Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Clear Secure (YOU) in Q1 2026, closing a stake of 925 shares — an estimated $32.5K sold.

CBIZ Investment Advisory Services first reported a position in YOU in Q4 2024 and held it in 5 quarters. The position peaked at $32.5K in Q4 2025. 422 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Clear Secure position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 925 Clear Secure shares in Q1 2026, an estimated $32.5K.
  • CBIZ Investment Advisory Services first reported a position in Clear Secure in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Clear Secure position peaked at $32.5K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.