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Cornerstone Planning Group’s Clear Secure YOU Stock Holding History

Cornerstone Planning Group’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 		$31.7K Sell
605
-11
-2% -$601 ﹤0.01% 525
2026
Q1 		$36.2K Sell
616
-52
-8% -$2.07K ﹤0.01% 489
2025
Q4 		$22.4K Hold
668
– – ﹤0.01% 559
2025
Q3 		$20.8K Buy
+668
New +$22.1K ﹤0.01% 568
2025
Q2 		– Sell
-186
Closed -$4.79K – 1705
2025
Q1 		$4.79K Buy
+186
New +$4.63K ﹤0.01% 746

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's YOU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Clear Secure (YOU) stake by 1.8% in Q2 2026, selling an estimated $601 and leaving 605 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Cornerstone Planning Group first reported a position in YOU in Q1 2025 and has held it in 5 quarters since. The position peaked at $36.2K in Q1 2026. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Cornerstone Planning Group held 605 shares of Clear Secure worth $31.7K as of Q2 2026.
  • Cornerstone Planning Group sold 11 Clear Secure shares in Q2 2026, an estimated $601.
  • Clear Secure made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #525 holding.
  • Cornerstone Planning Group first reported a position in Clear Secure in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Clear Secure position peaked at $36.2K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.