Summit Trail Advisors’s Clear Secure YOU Stock Holding History

Summit Trail Advisors’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	$329K	Sell	5,897 -137	-2%	-$7.49K	﹤0.01%	1327
2026 Q1	$292K	Buy	+6,034	New	+$240K	﹤0.01%	1308

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

Summit Trail Advisors's YOU Position: Q2 2026 in Review

Summit Trail Advisors reduced its Clear Secure (YOU) stake by 2.3% in Q2 2026, selling an estimated $7.49K and leaving 5,897 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Summit Trail Advisors first reported a position in YOU in Q1 2026 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Summit Trail Advisors held 5,897 shares of Clear Secure worth $329K as of Q2 2026.
Summit Trail Advisors sold 137 Clear Secure shares in Q2 2026, an estimated $7.49K.
Clear Secure made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1327 holding.
Summit Trail Advisors first reported a position in Clear Secure in Q1 2026 and has held it in 2 quarters since.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.