Claro Advisors’s Clear Secure YOU Stock Holding History

Claro 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 Q3	–	Sell	-5,339	Closed	-$298K	–	589
2026 Q2	$298K	Sell	5,339 -37	-0.7%	-$2.02K	0.03%	408
2026 Q1	$260K	Buy	+5,376	New	+$214K	0.03%	413

Other funds holding YOU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Claro Advisors's YOU Position: Q3 2026 in Review

Claro Advisors sold out of Clear Secure (YOU) in Q3 2026, closing a stake of 5,339 shares — an estimated $298K sold.

Claro Advisors first reported a position in YOU in Q1 2026 and held it in 2 quarters. The position peaked at $298K in Q2 2026. 355 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Claro Advisors reported no remaining Clear Secure position as of Q3 2026 after selling out during the quarter.
Claro Advisors sold 5,339 Clear Secure shares in Q3 2026, an estimated $298K.
Claro Advisors first reported a position in Clear Secure in Q1 2026 and held it in 2 quarters.
Claro Advisors's Clear Secure position peaked at $298K in Q2 2026.
355 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.