EverSource Wealth Advisors’s Clear Secure YOU Stock Holding History

EverSource 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	$434K	Buy	7,790 +89	+1%	+$4.87K	0.01%	616
2026 Q1	$373K	Buy	7,701 +1,238	+19%	+$49.3K	0.01%	743
2025 Q4	$227K	Buy	6,463 +916	+17%	+$31.2K	0.01%	887
2025 Q3	$185K	Buy	5,547 +1,981	+56%	+$65.7K	0.01%	942
2025 Q2	$99K	Buy	3,566 +3,401	+2,061%	+$86.6K	﹤0.01%	1214
2025 Q1	$4.28K	Buy	165 +110	+200%	+$2.74K	﹤0.01%	2571
2024 Q4	$1.47K	Buy	55 +28	+104%	+$846	﹤0.01%	2838
2024 Q3	$894	Buy	+27	New	+$696	﹤0.01%	2751
2024 Q1	–	Sell	-59	Closed	-$1.22K	–	3007
2023 Q4	$1.22K	Buy	+59	New	+$1.15K	﹤0.01%	2330

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

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

EverSource Wealth Advisors increased its Clear Secure (YOU) stake by 1.2% in Q2 2026, buying an estimated $4.87K and bringing the position to 7,790 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #616.

EverSource Wealth Advisors first reported a position in YOU in Q4 2023 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

EverSource Wealth Advisors held 7,790 shares of Clear Secure worth $434K as of Q2 2026.
EverSource Wealth Advisors bought 89 Clear Secure shares in Q2 2026, an estimated $4.87K.
Clear Secure made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #616 holding.
EverSource Wealth Advisors first reported a position in Clear Secure in Q4 2023 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.