Holos Integrated Wealth
YOU icon

Holos Integrated Wealth’s Clear Secure YOU Stock Holding History

Holos Integrated 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
Q3 		$69.9K Hold
1,546
– – 0.03% 141
2026
Q2 		$86.4K Hold
1,546
– – 0.04% 130
2026
Q1 		$81.4K Hold
1,546
– – 0.04% 130
2025
Q4 		$53.2K Buy
+1,546
New +$52.6K 0.03% 118

Other funds holding YOU

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Holos Integrated Wealth's YOU Position: Q3 2026 in Review

Holos Integrated Wealth held its Clear Secure (YOU) position steady in Q3 2026 at 1,546 shares worth $69.9K. The position accounts for 0.03% of the portfolio, ranked #141.

Holos Integrated Wealth first reported a position in YOU in Q4 2025 and has held it in 4 quarters since. The position peaked at $86.4K in Q2 2026. 86 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Holos Integrated Wealth held 1,546 shares of Clear Secure worth $69.9K as of Q3 2026.
  • Holos Integrated Wealth left its Clear Secure share count unchanged in Q3 2026.
  • Clear Secure made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #141 holding.
  • Holos Integrated Wealth first reported a position in Clear Secure in Q4 2025 and has held it in 4 quarters since.
  • Holos Integrated Wealth's Clear Secure position peaked at $86.4K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.