Tealwood Asset Management’s Clear Secure YOU Stock Holding History

Tealwood Asset 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	$2.35M	Sell	42,168 -595	-1%	-$32.5K	0.9%	44
2026 Q1	$2.07M	Sell	42,763 -268	-0.6%	-$10.7K	0.94%	42
2025 Q4	$1.51M	Sell	43,031 -887	-2%	-$30.2K	0.68%	79
2025 Q3	$1.47M	Sell	43,918 -1,794	-4%	-$59.5K	0.59%	87
2025 Q2	$1.27M	Sell	45,712 -162	-0.4%	-$4.13K	0.56%	95
2025 Q1	$1.19M	Sell	45,874 -979	-2%	-$24.3K	0.55%	93
2024 Q4	$1.25M	Buy	+46,853	New	+$1.42M	0.52%	96

Other funds holding YOU

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return