Centerpoint Advisors’s Clear Secure YOU Stock Holding History

Centerpoint 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	$25K	Hold	456	–	–	0.01%	231
2026 Q1	$22K	Sell	456 -255	-36%	-$10.2K	0.01%	226
2025 Q4	$25K	Hold	711	–	–	0.01%	213
2025 Q3	$24K	Sell	711 -2	-0.3%	-$66	0.01%	226
2025 Q2	$20K	Buy	713 +434	+156%	+$11.1K	0.01%	249
2025 Q1	$7K	Buy	+279	New	+$6.94K	﹤0.01%	337

Other funds holding YOU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centerpoint Advisors's YOU Position: Q2 2026 in Review

Centerpoint Advisors held its Clear Secure (YOU) position steady in Q2 2026 at 456 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #231.

Centerpoint Advisors first reported a position in YOU in Q1 2025 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Centerpoint Advisors held 456 shares of Clear Secure worth $25K as of Q2 2026.
Centerpoint Advisors left its Clear Secure share count unchanged in Q2 2026.
Clear Secure made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #231 holding.
Centerpoint Advisors first reported a position in Clear Secure in Q1 2025 and has held it in 6 quarters since.
452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.