Ledgewood Wealth Advisors’s Clear Secure YOU Stock Holding History

Ledgewood Wealth Advisors’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	$724K	Hold	13,000	–	–	0.38%	35
2026 Q1	$629K	Hold	13,000	–	–	0.35%	41
2025 Q4	$456K	Hold	13,000	–	–	0.26%	48
2025 Q3	$434K	Hold	13,000	–	–	0.26%	49
2025 Q2	$361K	Hold	13,000	–	–	0.23%	53
2025 Q1	$337K	Hold	13,000	–	–	0.22%	51
2024 Q4	$346K	Hold	13,000	–	–	0.22%	55
2024 Q3	$431K	Hold	13,000	–	–	0.29%	45
2024 Q2	$243K	Sell	13,000 -6,000	-32%	-$109K	0.21%	52
2024 Q1	$404K	Sell	19,000 -1,000	-5%	-$19.9K	0.38%	36
2023 Q4	$413K	Buy	+20,000	New	+$389K	0.38%	35

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

Ledgewood Wealth Advisors's YOU Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its Clear Secure (YOU) position steady in Q2 2026 at 13,000 shares worth $724K. The position accounts for 0.38% of the portfolio, ranked #35.

Ledgewood Wealth Advisors first reported a position in YOU in Q4 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Ledgewood Wealth Advisors held 13,000 shares of Clear Secure worth $724K as of Q2 2026.
Ledgewood Wealth Advisors left its Clear Secure share count unchanged in Q2 2026.
Clear Secure made up 0.38% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Ledgewood Wealth Advisors first reported a position in Clear Secure in Q4 2023 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.