Envestnet Asset Management
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Envestnet Asset Management’s Clear Secure YOU Stock Holding History

Envestnet Asset 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 		$33.2M Buy
595,495
+746
+0.1% +$40.8K 0.01% 1104
2026
Q1 		$28.8M Sell
594,749
-6,286
-1% -$250K 0.01% 1102
2025
Q4 		$21.1M Sell
601,035
-263
-0% -$8.96K 0.01% 1172
2025
Q3 		$20.1M Buy
601,298
+9,351
+2% +$310K 0.01% 1276
2025
Q2 		$16.4M Buy
591,947
+302,191
+104% +$7.7M ﹤0.01% 1376
2025
Q1 		$7.51M Buy
289,756
+103,436
+56% +$2.57M ﹤0.01% 1852
2024
Q4 		$4.96M Buy
186,320
+165,251
+784% +$4.99M ﹤0.01% 2102
2024
Q3 		$698K Buy
21,069
+2,083
+11% +$53.7K ﹤0.01% 3332
2024
Q2 		$355K Sell
18,986
-2,929
-13% -$53K ﹤0.01% 3634
2024
Q1 		$466K Sell
21,915
-4,730
-18% -$94K ﹤0.01% 3485
2023
Q4 		$550K Buy
26,645
+5,578
+26% +$108K ﹤0.01% 3278
2023
Q3 		$401K Buy
+21,067
New +$467K ﹤0.01% 3366
2023
Q2 		– Sell
-13,687
Closed -$358K – 4098
2023
Q1 		$358K Buy
13,687
+1,212
+10% +$34.4K ﹤0.01% 3356
2022
Q4 		$342K Buy
12,475
+938
+8% +$25.8K ﹤0.01% 3342
2022
Q3 		$264K Buy
11,537
+1,082
+10% +$26.5K ﹤0.01% 3429
2022
Q2 		$209K Sell
10,455
-9,758
-48% -$263K ﹤0.01% 3577
2022
Q1 		$543K Buy
20,213
+4,716
+30% +$117K ﹤0.01% 3076
2021
Q4 		$486K Buy
+15,497
New +$572K ﹤0.01% 3088

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

Envestnet Asset Management's YOU Position: Q2 2026 in Review

Envestnet Asset Management increased its Clear Secure (YOU) stake by 0.13% in Q2 2026, buying an estimated $40.8K and bringing the position to 595,495 shares worth $33.2M. The position accounts for 0.01% of the portfolio, ranked #1104.

Envestnet Asset Management first reported a position in YOU in Q4 2021 and has held it in 18 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Envestnet Asset Management held 595,495 shares of Clear Secure worth $33.2M as of Q2 2026.
  • Envestnet Asset Management bought 746 Clear Secure shares in Q2 2026, an estimated $40.8K.
  • Clear Secure made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1104 holding.
  • Envestnet Asset Management first reported a position in Clear Secure in Q4 2021 and has held it in 18 quarters since.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.