StackStone Wealth’s Clear Secure YOU Stock Holding History

StackStone Wealth’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 Q3	$299K	Buy	+7,129	New	+$342K	0.03%	279

Other funds holding YOU

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

StackStone Wealth's YOU Position: Q3 2026 in Review

StackStone Wealth opened a new position in Clear Secure (YOU) in Q3 2026: 7,129 shares worth $299K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings.

118 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

StackStone Wealth held 7,129 shares of Clear Secure worth $299K as of Q3 2026.
Clear Secure was a new StackStone Wealth position in Q3 2026.
Clear Secure made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #279 holding.
118 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.