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Diversified Trust’s Clear Secure YOU Stock Holding History

Diversified Trust’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
Q1 		– Sell
-8,581
Closed -$301K – 1144
2025
Q4 		$301K Buy
8,581
+641
+8% +$21.8K 0.01% 831
2025
Q3 		$265K Buy
+7,940
New +$263K 0.01% 838
2023
Q3 		– Sell
-10,282
Closed -$238K – 939
2023
Q2 		$238K Buy
10,282
+692
+7% +$17.1K 0.01% 710
2023
Q1 		$251K Buy
+9,590
New +$272K 0.01% 694

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust's YOU Position: Q1 2026 in Review

Diversified Trust sold out of Clear Secure (YOU) in Q1 2026, closing a stake of 8,581 shares — an estimated $301K sold.

Diversified Trust first reported a position in YOU in Q1 2023 and held it in 4 quarters. The position peaked at $301K in Q4 2025. 422 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

  • Diversified Trust reported no remaining Clear Secure position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 8,581 Clear Secure shares in Q1 2026, an estimated $301K.
  • Diversified Trust first reported a position in Clear Secure in Q1 2023 and held it in 4 quarters.
  • Diversified Trust's Clear Secure position peaked at $301K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.