Modera Wealth Management’s Clear Secure YOU Stock Holding History

Modera 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 Q2	–	Sell	-5,108	Closed	-$247K	–	674
2026 Q1	$247K	Buy	+5,108	New	+$203K	﹤0.01%	570

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

Modera Wealth Management's YOU Position: Q2 2026 in Review

Modera Wealth Management sold out of Clear Secure (YOU) in Q2 2026, closing a stake of 5,108 shares — an estimated $247K sold.

Modera Wealth Management first reported a position in YOU in Q1 2026 and held it in 1 quarter. The position peaked at $247K in Q1 2026. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Modera Wealth Management reported no remaining Clear Secure position as of Q2 2026 after selling out during the quarter.
Modera Wealth Management sold 5,108 Clear Secure shares in Q2 2026, an estimated $247K.
Modera Wealth Management first reported a position in Clear Secure in Q1 2026 and held it in 1 quarter.
Modera Wealth Management's Clear Secure position peaked at $247K in Q1 2026.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.