Steward Partners Investment Advisory’s Clear Secure YOU Stock Holding History

Steward Partners Investment Advisory’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	$57.1K	Buy	1,025 +9	+0.9%	+$492	﹤0.01%	2867
2026 Q1	$49.2K	Buy	1,016 +16	+2%	+$637	﹤0.01%	2790
2025 Q4	$35.1K	Sell	1,000 -42	-4%	-$1.43K	﹤0.01%	2859
2025 Q3	$34.8K	Buy	1,042 +1,000	+2,381%	+$33.1K	﹤0.01%	2794
2025 Q2	$1.17K	Hold	42	–	–	﹤0.01%	3832
2025 Q1	$1.09K	Hold	42	–	–	﹤0.01%	3758
2024 Q4	$1.12K	Buy	+42	New	+$1.27K	﹤0.01%	3740
2022 Q2	–	Sell	-300	Closed	-$8K	–	3393
2022 Q1	$8K	Buy	300 +275	+1,100%	+$6.82K	﹤0.01%	2752
2021 Q4	$1K	Buy	25 +15	+150%	+$554	﹤0.01%	3135
2021 Q3	$0	Buy	+10	New	+$468	﹤0.01%	3362

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 $3.37T AUM 44.26% 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

Steward Partners Investment Advisory's YOU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Clear Secure (YOU) stake by 0.89% in Q2 2026, buying an estimated $492 and bringing the position to 1,025 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

Steward Partners Investment Advisory first reported a position in YOU in Q3 2021 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Steward Partners Investment Advisory held 1,025 shares of Clear Secure worth $57.1K as of Q2 2026.
Steward Partners Investment Advisory bought 9 Clear Secure shares in Q2 2026, an estimated $492.
Clear Secure made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2867 holding.
Steward Partners Investment Advisory first reported a position in Clear Secure in Q3 2021 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.