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Occidental Asset Management’s Clear Secure YOU Stock Holding History

Occidental Asset 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
Q1 		– Sell
-6,696
Closed -$235K – 327
2025
Q4 		$235K Buy
+6,696
New +$228K 0.03% 248

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State Street
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occidental Asset Management's YOU Position: Q1 2026 in Review

Occidental Asset Management sold out of Clear Secure (YOU) in Q1 2026, closing a stake of 6,696 shares — an estimated $235K sold.

Occidental Asset Management first reported a position in YOU in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 421 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

  • Occidental Asset Management reported no remaining Clear Secure position as of Q1 2026 after selling out during the quarter.
  • Occidental Asset Management sold 6,696 Clear Secure shares in Q1 2026, an estimated $235K.
  • Occidental Asset Management first reported a position in Clear Secure in Q4 2025 and held it in 1 quarter.
  • Occidental Asset Management's Clear Secure position peaked at $235K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.