Rockefeller Capital Management’s Clear Secure YOU Stock Holding History

Rockefeller Capital 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 Q2	$217K	Buy	3,897 +2,212	+131%	+$121K	﹤0.01%	2563
2026 Q1	$81.6K	Buy	1,685 +577	+52%	+$23K	﹤0.01%	2989
2025 Q4	$38.9K	Buy	1,108 +532	+92%	+$18.1K	﹤0.01%	3191
2025 Q3	$19.2K	Buy	+576	New	+$19.1K	﹤0.01%	3371
2023 Q1	–	Sell	-875	Closed	-$24K	–	3930
2022 Q4	$24K	Sell	875 -558	-39%	-$15.4K	﹤0.01%	2740
2022 Q3	$32K	Sell	1,433 -700	-33%	-$17.2K	﹤0.01%	2569
2022 Q2	$42K	Hold	2,133	–	–	﹤0.01%	2371
2022 Q1	$57K	Hold	2,133	–	–	﹤0.01%	2243
2021 Q4	$66K	Buy	2,133 +1,833	+611%	+$67.7K	﹤0.01%	2094
2021 Q3	$12K	Buy	+300	New	+$14K	﹤0.01%	2819

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's YOU Position: Q2 2026 in Review

Rockefeller Capital Management increased its Clear Secure (YOU) stake by 131% in Q2 2026, buying an estimated $121K and bringing the position to 3,897 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Rockefeller Capital Management first reported a position in YOU in Q3 2021 and has held it in 10 quarters since. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Rockefeller Capital Management held 3,897 shares of Clear Secure worth $217K as of Q2 2026.
Rockefeller Capital Management bought 2,212 Clear Secure shares in Q2 2026, an estimated $121K.
Clear Secure made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2563 holding.
Rockefeller Capital Management first reported a position in Clear Secure in Q3 2021 and has held it in 10 quarters since.
452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.