MassMutual Private Wealth & Trust’s Clear Secure YOU Stock Holding History

MassMutual Private Wealth & Trust’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	$13.9K	Buy	249 +28	+13%	+$1.53K	﹤0.01%	1253
2026 Q1	$10.7K	Buy	221 +23	+12%	+$916	﹤0.01%	1341
2025 Q4	$6.95K	Buy	198 +12	+6%	+$409	﹤0.01%	1545
2025 Q3	$6.21K	Buy	186 +24	+15%	+$796	﹤0.01%	1591
2025 Q2	$4.5K	Sell	162 -60	-27%	-$1.53K	﹤0.01%	1680
2025 Q1	$5.75K	Buy	222 +166	+296%	+$4.13K	﹤0.01%	1536
2024 Q4	$1.49K	Buy	56 +52	+1,300%	+$1.57K	﹤0.01%	1918
2024 Q3	$133	Buy	+4	New	+$103	﹤0.01%	2115

Other funds holding YOU

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SGAM

Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return

MassMutual Private Wealth & Trust's YOU Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Clear Secure (YOU) stake by 13% in Q2 2026, buying an estimated $1.53K and bringing the position to 249 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

MassMutual Private Wealth & Trust first reported a position in YOU in Q3 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

MassMutual Private Wealth & Trust held 249 shares of Clear Secure worth $13.9K as of Q2 2026.
MassMutual Private Wealth & Trust bought 28 Clear Secure shares in Q2 2026, an estimated $1.53K.
Clear Secure made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1253 holding.
MassMutual Private Wealth & Trust first reported a position in Clear Secure in Q3 2024 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.