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Retirement Wealth Solutions’s Clear Secure YOU Stock Holding History

Retirement Wealth Solutions’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 		$9.08K Hold
163
– – 0.01% 238
2026
Q1 		$7.89K Sell
163
-223
-58% -$8.88K 0.01% 239
2025
Q4 		$13.5K Hold
386
– – 0.01% 192
2025
Q3 		$12.9K Sell
386
-92
-19% -$3.05K 0.01% 199
2025
Q2 		$13.3K Hold
478
– – 0.01% 207
2025
Q1 		$12.4K Buy
478
+103
+27% +$2.56K 0.01% 198
2024
Q4 		$10K Buy
+375
New +$11.3K 0.01% 228

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

Retirement Wealth Solutions's YOU Position: Q2 2026 in Review

Retirement Wealth Solutions held its Clear Secure (YOU) position steady in Q2 2026 at 163 shares worth $9.08K. The position accounts for 0.01% of the portfolio, ranked #238.

Retirement Wealth Solutions first reported a position in YOU in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q4 2025. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Retirement Wealth Solutions held 163 shares of Clear Secure worth $9.08K as of Q2 2026.
  • Retirement Wealth Solutions left its Clear Secure share count unchanged in Q2 2026.
  • Clear Secure made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #238 holding.
  • Retirement Wealth Solutions first reported a position in Clear Secure in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Clear Secure position peaked at $13.5K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.