Corient IA’s Clear Secure YOU Stock Holding History

Corient IA’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	$738K	Hold	13,240	–	–	0.68%	39
2026 Q1	$641K	Sell	13,240 -1,660	-11%	-$66.1K	0.6%	31
2025 Q4	$523K	Hold	14,900	–	–	0.49%	67
2025 Q3	$497K	Sell	14,900 -100	-0.7%	-$3.31K	0.37%	96
2025 Q2	$416K	Hold	15,000	–	–	0.25%	159
2025 Q1	$389K	Buy	+15,000	New	+$373K	0.28%	146

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

Corient IA's YOU Position: Q2 2026 in Review

Corient IA held its Clear Secure (YOU) position steady in Q2 2026 at 13,240 shares worth $738K. The position accounts for 0.68% of the portfolio, ranked #39.

Corient IA first reported a position in YOU in Q1 2025 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Corient IA held 13,240 shares of Clear Secure worth $738K as of Q2 2026.
Corient IA left its Clear Secure share count unchanged in Q2 2026.
Clear Secure made up 0.68% of Corient IA's portfolio in Q2 2026, its #39 holding.
Corient IA first reported a position in Clear Secure in Q1 2025 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.