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 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

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

Holos Integrated Wealth's YOU Position: Q2 2026 in Review

Holos Integrated Wealth held its Clear Secure (YOU) position steady in Q2 2026 at 1,546 shares worth $86.4K. The position accounts for 0.04% of the portfolio, ranked #130.

Holos Integrated Wealth first reported a position in YOU in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Holos Integrated Wealth held 1,546 shares of Clear Secure worth $86.4K as of Q2 2026.
Holos Integrated Wealth left its Clear Secure share count unchanged in Q2 2026.
Clear Secure made up 0.04% of Holos Integrated Wealth's portfolio in Q2 2026, its #130 holding.
Holos Integrated Wealth first reported a position in Clear Secure in Q4 2025 and has held it in 3 quarters since.
453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.