Mindset Wealth Management’s Clear Secure YOU Stock Holding History

Mindset 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 Q3	$230K	Buy	+5,489	New	+$263K	0.04%	177

Other funds holding YOU

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Mindset Wealth Management's YOU Position: Q3 2026 in Review

Mindset Wealth Management opened a new position in Clear Secure (YOU) in Q3 2026: 5,489 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings.

86 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Mindset Wealth Management held 5,489 shares of Clear Secure worth $230K as of Q3 2026.
Clear Secure was a new Mindset Wealth Management position in Q3 2026.
Clear Secure made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #177 holding.
86 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.