SageView Advisory Group’s Clear Secure YOU Stock Holding History

SageView Advisory 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 Q1	–	Sell	-16	Closed	-$562	–	2479
2025 Q4	$562	Buy	+16	New	+$545	﹤0.01%	2437

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's YOU Position: Q1 2026 in Review

SageView Advisory Group sold out of Clear Secure (YOU) in Q1 2026, closing a stake of 16 shares — an estimated $562 sold.

SageView Advisory Group first reported a position in YOU in Q4 2025 and held it in 1 quarter. The position peaked at $562 in Q4 2025. 422 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

SageView Advisory Group reported no remaining Clear Secure position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 16 Clear Secure shares in Q1 2026, an estimated $562.
SageView Advisory Group first reported a position in Clear Secure in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Clear Secure position peaked at $562 in Q4 2025.
422 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.