Private Wealth Management Group’s Clear Secure YOU Stock Holding History

Private Wealth Management Group’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	$11.3K	Hold	203	–	–	﹤0.01%	545
2026 Q1	$9.83K	Hold	203	–	–	﹤0.01%	524
2025 Q4	$7.12K	Hold	203	–	–	﹤0.01%	631
2025 Q3	$6.78K	Hold	203	–	–	﹤0.01%	669
2025 Q2	$5.64K	Hold	203	–	–	﹤0.01%	705
2025 Q1	$5.26K	Hold	203	–	–	﹤0.01%	710
2024 Q4	$5.41K	Hold	203	–	–	﹤0.01%	710
2024 Q3	$6.73K	Hold	203	–	–	﹤0.01%	603
2024 Q2	$3.8K	Sell	203 -41	-17%	-$742	﹤0.01%	819
2024 Q1	$5.19K	Hold	244	–	–	﹤0.01%	612
2023 Q4	$5.04K	Buy	+244	New	+$4.74K	﹤0.01%	625

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

Private Wealth Management Group's YOU Position: Q2 2026 in Review

Private Wealth Management Group held its Clear Secure (YOU) position steady in Q2 2026 at 203 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Private Wealth Management Group first reported a position in YOU in Q4 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Private Wealth Management Group held 203 shares of Clear Secure worth $11.3K as of Q2 2026.
Private Wealth Management Group left its Clear Secure share count unchanged in Q2 2026.
Clear Secure made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #545 holding.
Private Wealth Management Group first reported a position in Clear Secure in Q4 2023 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.