Focus Partners Wealth
YOU icon

Focus Partners Wealth’s Clear Secure YOU Stock Holding History

Focus Partners Wealth’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 		$703K Sell
12,606
-5,404
-30% -$295K ﹤0.01% 1797
2026
Q1 		$872K Buy
18,010
+534
+3% +$21.3K ﹤0.01% 1681
2025
Q4 		$613K Buy
17,476
+9,043
+107% +$308K ﹤0.01% 1862
2025
Q3 		$428K Buy
+8,433
New +$280K ﹤0.01% 1673

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's YOU Position: Q2 2026 in Review

Focus Partners Wealth reduced its Clear Secure (YOU) stake by 30% in Q2 2026, selling an estimated $295K and leaving 12,606 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Focus Partners Wealth first reported a position in YOU in Q3 2025 and has held it in 4 quarters since. The position peaked at $872K in Q1 2026. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Focus Partners Wealth held 12,606 shares of Clear Secure worth $703K as of Q2 2026.
  • Focus Partners Wealth sold 5,404 Clear Secure shares in Q2 2026, an estimated $295K.
  • Clear Secure made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1797 holding.
  • Focus Partners Wealth first reported a position in Clear Secure in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Clear Secure position peaked at $872K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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