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Steinberganna Wealth Management’s Clear Secure YOU Stock Holding History

Steinberganna Wealth 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 		$285K Hold
5,120
– – 0.12% 106
2026
Q1 		$248K Buy
+5,120
New +$204K 0.12% 105

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

Steinberganna Wealth Management's YOU Position: Q2 2026 in Review

Steinberganna Wealth Management held its Clear Secure (YOU) position steady in Q2 2026 at 5,120 shares worth $285K. The position accounts for 0.12% of the portfolio, ranked #106.

Steinberganna Wealth Management first reported a position in YOU in Q1 2026 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Steinberganna Wealth Management held 5,120 shares of Clear Secure worth $285K as of Q2 2026.
  • Steinberganna Wealth Management left its Clear Secure share count unchanged in Q2 2026.
  • Clear Secure made up 0.12% of Steinberganna Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Steinberganna Wealth Management first reported a position in Clear Secure in Q1 2026 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.