CSM Advisors’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.18M Sell
39,189
-30,150
-43% -$1.65M 0.05% 302
2026
Q1
$3.36M Sell
69,339
-16,337
-19% -$650K 0.08% 268
2025
Q4
$3.01M Buy
85,676
+4,892
+6% +$167K 0.08% 243
2025
Q3
$2.7M Buy
80,784
+8,716
+12% +$289K 0.08% 272
2025
Q2
$2M Buy
+72,068
New +$1.84M 0.06% 286

Other funds holding YOU

CSM Advisors's YOU Position: Q2 2026 in Review

CSM Advisors reduced its Clear Secure (YOU) stake by 43% in Q2 2026, selling an estimated $1.65M and leaving 39,189 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #302.

CSM Advisors first reported a position in YOU in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36M in Q1 2026. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • CSM Advisors held 39,189 shares of Clear Secure worth $2.18M as of Q2 2026.
  • CSM Advisors sold 30,150 Clear Secure shares in Q2 2026, an estimated $1.65M.
  • Clear Secure made up 0.05% of CSM Advisors's portfolio in Q2 2026, its #302 holding.
  • CSM Advisors first reported a position in Clear Secure in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Clear Secure position peaked at $3.36M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.