Curio Wealth’s Clear Secure YOU Stock Holding History

Curio 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	–	Sell	-1	Closed	-$48	–	1195
2026 Q1	$48	Buy	+1	New	+$40	﹤0.01%	1137

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

Curio Wealth's YOU Position: Q2 2026 in Review

Curio Wealth sold out of Clear Secure (YOU) in Q2 2026, closing a stake of 1 share — an estimated $48 sold.

Curio Wealth first reported a position in YOU in Q1 2026 and held it in 1 quarter. The position peaked at $48 in Q1 2026. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Curio Wealth reported no remaining Clear Secure position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Clear Secure share in Q2 2026, an estimated $48.
Curio Wealth first reported a position in Clear Secure in Q1 2026 and held it in 1 quarter.
Curio Wealth's Clear Secure position peaked at $48 in Q1 2026.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.