LBWM
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Left Brain Wealth Management’s Clear Secure YOU Stock Holding History

Left Brain 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
2025
Q4 		– Sell
-14,725
Closed -$492K – 107
2025
Q3 		$492K Buy
14,725
+5,500
+60% +$182K 0.15% 74
2025
Q2 		$256K Buy
+9,225
New +$235K 0.09% 85
2025
Q1 		– Sell
-22,100
Closed -$589K – 104
2024
Q4 		$589K Buy
+22,100
New +$667K 0.22% 61

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Left Brain Wealth Management's YOU Position: Q4 2025 in Review

Left Brain Wealth Management sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 14,725 shares — an estimated $492K sold.

Left Brain Wealth Management first reported a position in YOU in Q4 2024 and held it in 3 quarters. The position peaked at $589K in Q4 2024. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

  • Left Brain Wealth Management reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 14,725 Clear Secure shares in Q4 2025, an estimated $492K.
  • Left Brain Wealth Management first reported a position in Clear Secure in Q4 2024 and held it in 3 quarters.
  • Left Brain Wealth Management's Clear Secure position peaked at $589K in Q4 2024.
  • 388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

Based on Left Brain Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.