Corient Private Wealth’s Clear Secure YOU Stock Holding History

Corient Private Wealth’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	$1.86M	Buy	33,390 +10,493	+46%	+$574K	﹤0.01%	1435
2026 Q1	$834K	Buy	22,897 +5,940	+35%	+$236K	﹤0.01%	1753
2025 Q4	$595K	Sell	16,957 -13,854	-45%	-$472K	﹤0.01%	1780
2025 Q3	$1.03M	Buy	30,811 +10,003	+48%	+$332K	﹤0.01%	1412
2025 Q2	$578K	Buy	+20,808	New	+$530K	﹤0.01%	1630
2025 Q1	–	Sell	-41,350	Closed	-$495K	–	2466
2024 Q4	$495K	Buy	41,350 +380	+0.9%	+$11.5K	﹤0.01%	1620
2024 Q3	$1.36M	Sell	40,970 -24,756	-38%	-$639K	﹤0.01%	1265
2024 Q2	$1.23M	Buy	65,726 +11,253	+21%	+$204K	﹤0.01%	1247
2024 Q1	$1.16M	Sell	54,473 -3,236	-6%	-$64.3K	﹤0.01%	1261
2023 Q4	$1.19M	Buy	+57,709	New	+$1.12M	﹤0.01%	1221

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 $3.38T AUM 44.17% 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 Private Wealth's YOU Position: Q2 2026 in Review

Corient Private Wealth increased its Clear Secure (YOU) stake by 46% in Q2 2026, buying an estimated $574K and bringing the position to 33,390 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Corient Private Wealth first reported a position in YOU in Q4 2023 and has held it in 10 quarters since. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Corient Private Wealth held 33,390 shares of Clear Secure worth $1.86M as of Q2 2026.
Corient Private Wealth bought 10,493 Clear Secure shares in Q2 2026, an estimated $574K.
Clear Secure made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1435 holding.
Corient Private Wealth first reported a position in Clear Secure in Q4 2023 and has held it in 10 quarters since.
452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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