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Strategic Wealth Partners’s Clear Secure YOU Stock Holding History

Strategic Wealth Partners’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 		$1.17K Hold
21
– – ﹤0.01% 1251
2026
Q1 		$1.01K Hold
21
– – ﹤0.01% 1248
2025
Q4 		$730 Hold
21
– – ﹤0.01% 1316
2025
Q3 		$692 Hold
21
– – ﹤0.01% 1238
2025
Q2 		$574 Buy
+21
New +$535 ﹤0.01% 1077

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

Strategic Wealth Partners's YOU Position: Q2 2026 in Review

Strategic Wealth Partners held its Clear Secure (YOU) position steady in Q2 2026 at 21 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Strategic Wealth Partners first reported a position in YOU in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Strategic Wealth Partners held 21 shares of Clear Secure worth $1.17K as of Q2 2026.
  • Strategic Wealth Partners left its Clear Secure share count unchanged in Q2 2026.
  • Clear Secure made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1251 holding.
  • Strategic Wealth Partners first reported a position in Clear Secure in Q2 2025 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.