MYIA
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Mount Yale Investment Advisors’s Clear Secure YOU Stock Holding History

Mount Yale Investment Advisors’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 		$3.04M Buy
54,504
+199
+0.4% +$10.9K 0.06% 319
2026
Q1 		$2.63M Buy
54,305
+802
+1% +$31.9K 0.06% 318
2025
Q4 		$1.88M Buy
53,503
+1,521
+3% +$51.8K 0.09% 201
2025
Q3 		$1.74M Buy
51,982
+51,108
+5,848% +$1.69M 0.12% 184
2025
Q2 		$24.3K Buy
+874
New +$22.3K ﹤0.01% 1007

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Mount Yale Investment Advisors's YOU Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Clear Secure (YOU) stake by 0.37% in Q2 2026, buying an estimated $10.9K and bringing the position to 54,504 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #319.

Mount Yale Investment Advisors first reported a position in YOU in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Mount Yale Investment Advisors held 54,504 shares of Clear Secure worth $3.04M as of Q2 2026.
  • Mount Yale Investment Advisors bought 199 Clear Secure shares in Q2 2026, an estimated $10.9K.
  • Clear Secure made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #319 holding.
  • Mount Yale Investment Advisors first reported a position in Clear Secure in Q2 2025 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.