Clearstead Trust’s Clear Secure YOU Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-40	Closed	-$1.34K	–	1564
2025 Q3	$1.34K	Hold	40	–	–	﹤0.01%	1130
2025 Q2	$1.11K	Buy	+40	New	+$1.02K	﹤0.01%	1127

Other funds holding YOU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Clearstead Trust's YOU Position: Q4 2025 in Review

Clearstead Trust sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 40 shares — an estimated $1.34K sold.

Clearstead Trust first reported a position in YOU in Q2 2025 and held it in 2 quarters. The position peaked at $1.34K in Q3 2025. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

Clearstead Trust reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 40 Clear Secure shares in Q4 2025, an estimated $1.34K.
Clearstead Trust first reported a position in Clear Secure in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Clear Secure position peaked at $1.34K in Q3 2025.
388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.