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Excelsior Advisor Network’s Clear Secure YOU Stock Holding History

Excelsior Advisor Network’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 		$231K Buy
+4,138
New +$226K 0.03% 405

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

Excelsior Advisor Network's YOU Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Clear Secure (YOU) in Q2 2026: 4,138 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #405 among its holdings.

450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Excelsior Advisor Network held 4,138 shares of Clear Secure worth $231K as of Q2 2026.
  • Clear Secure was a new Excelsior Advisor Network position in Q2 2026.
  • Clear Secure made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #405 holding.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.