Cornerstone Wealth Management’s Clear Secure YOU Stock Holding History

Cornerstone Wealth Management’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	$1.99M	Buy	35,626 +88	+0.2%	+$4.81K	0.09%	214
2026 Q1	$1.72M	Sell	35,538 -424	-1%	-$16.9K	0.09%	211
2025 Q4	$1.26M	Sell	35,962 -910	-2%	-$31K	0.07%	251
2025 Q3	$1.23M	Sell	36,872 -1,523	-4%	-$50.5K	0.07%	237
2025 Q2	$1.07M	Sell	38,395 -270	-0.7%	-$6.88K	0.06%	253
2025 Q1	$1M	Buy	38,665 +4,982	+15%	+$124K	0.07%	238
2024 Q4	$897K	Sell	33,683 -917	-3%	-$27.7K	0.06%	251
2024 Q3	$1.15M	Sell	34,600 -10,270	-23%	-$265K	0.08%	199
2024 Q2	$840K	Buy	+44,870	New	+$812K	0.06%	232

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

Cornerstone Wealth Management's YOU Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Clear Secure (YOU) stake by 0.25% in Q2 2026, buying an estimated $4.81K and bringing the position to 35,626 shares worth $1.99M. The position accounts for 0.09% of the portfolio, ranked #214.

Cornerstone Wealth Management first reported a position in YOU in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Cornerstone Wealth Management held 35,626 shares of Clear Secure worth $1.99M as of Q2 2026.
Cornerstone Wealth Management bought 88 Clear Secure shares in Q2 2026, an estimated $4.81K.
Clear Secure made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #214 holding.
Cornerstone Wealth Management first reported a position in Clear Secure in Q2 2024 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.