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NewEdge Wealth’s Clear Secure YOU Stock Holding History

NewEdge Wealth’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 		$2.86M Buy
51,324
+13,299
+35% +$727K 0.03% 364
2026
Q1 		$1.84M Buy
38,025
+13,041
+52% +$519K 0.02% 451
2025
Q4 		$876K Buy
24,984
+4,012
+19% +$137K 0.01% 668
2025
Q3 		$667K Buy
20,972
+4,130
+25% +$137K 0.01% 665
2025
Q2 		$538K Buy
16,842
+1,325
+9% +$33.8K 0.01% 694
2025
Q1 		$402K Sell
15,517
-14,362
-48% -$357K 0.01% 708
2024
Q4 		$796K Buy
29,879
+22,732
+318% +$687K 0.01% 533
2024
Q3 		$237K Buy
+7,147
New +$184K ﹤0.01% 790

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 $3.37T AUM 44.26% 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

NewEdge Wealth's YOU Position: Q2 2026 in Review

NewEdge Wealth increased its Clear Secure (YOU) stake by 35% in Q2 2026, buying an estimated $727K and bringing the position to 51,324 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #364.

NewEdge Wealth first reported a position in YOU in Q3 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • NewEdge Wealth held 51,324 shares of Clear Secure worth $2.86M as of Q2 2026.
  • NewEdge Wealth bought 13,299 Clear Secure shares in Q2 2026, an estimated $727K.
  • Clear Secure made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #364 holding.
  • NewEdge Wealth first reported a position in Clear Secure in Q3 2024 and has held it in 8 quarters since.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.