EP Wealth Advisors’s Clear Secure YOU Stock Holding History

EP Wealth Advisors’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	-5,954	Closed	-$288K	–	1899
2026 Q1	$288K	Buy	5,954 +151	+3%	+$6.01K	﹤0.01%	1189
2025 Q4	$204K	Buy	+5,803	New	+$198K	﹤0.01%	1380

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

EP Wealth Advisors's YOU Position: Q2 2026 in Review

EP Wealth Advisors sold out of Clear Secure (YOU) in Q2 2026, closing a stake of 5,954 shares — an estimated $288K sold.

EP Wealth Advisors first reported a position in YOU in Q4 2025 and held it in 2 quarters. The position peaked at $288K in Q1 2026. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

EP Wealth Advisors reported no remaining Clear Secure position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 5,954 Clear Secure shares in Q2 2026, an estimated $288K.
EP Wealth Advisors first reported a position in Clear Secure in Q4 2025 and held it in 2 quarters.
EP Wealth Advisors's Clear Secure position peaked at $288K in Q1 2026.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.