Mariner
YOU icon

Mariner’s Clear Secure YOU Stock Holding History

Mariner’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
Q1 		$2.79M Sell
57,442
-12,465
-18% -$496K ﹤0.01% 1349
2025
Q4 		$2.45M Buy
69,907
+160
+0.2% +$5.45K ﹤0.01% 1380
2025
Q3 		$2.45M Sell
69,747
-4,586
-6% -$152K ﹤0.01% 1307
2025
Q2 		$2.06M Buy
74,333
+10,643
+17% +$271K ﹤0.01% 1319
2025
Q1 		$1.65M Buy
63,690
+3,125
+5% +$77.7K ﹤0.01% 1347
2024
Q4 		$1.61M Sell
60,565
-5,254
-8% -$159K ﹤0.01% 1337
2024
Q3 		$2.15M Buy
+65,819
New +$1.7M ﹤0.01% 1150
2024
Q2 		– Sell
-68,194
Closed -$1.45M – 3300
2024
Q1 		$1.45M Buy
68,194
+1,708
+3% +$34K ﹤0.01% 1278
2023
Q4 		$1.37M Buy
+66,486
New +$1.29M ﹤0.01% 1240

Other funds holding YOU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return