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Kingsview Wealth Management’s Clear Secure YOU Stock Holding History

Kingsview Wealth Management’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 		– Sell
-103,598
Closed -$5.02M – 1532
2026
Q1 		$5.02M Buy
+103,598
New +$4.12M 0.07% 294
2022
Q1 		– Sell
-7,001
Closed -$220K – 1030
2021
Q4 		$220K Buy
+7,001
New +$259K 0.01% 833

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

Kingsview Wealth Management's YOU Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Clear Secure (YOU) in Q2 2026, closing a stake of 103,598 shares — an estimated $5.02M sold.

Kingsview Wealth Management first reported a position in YOU in Q4 2021 and held it in 2 quarters. The position peaked at $5.02M in Q1 2026. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Kingsview Wealth Management reported no remaining Clear Secure position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 103,598 Clear Secure shares in Q2 2026, an estimated $5.02M.
  • Kingsview Wealth Management first reported a position in Clear Secure in Q4 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's Clear Secure position peaked at $5.02M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.