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

WCM

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

CAMG

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

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

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

YCM

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

AWM

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

CRWM

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

LWA

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

UWS

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

Tealwood Asset Management's YOU Position: Q2 2026 in Review

Tealwood Asset Management reduced its Clear Secure (YOU) stake by 1.4% in Q2 2026, selling an estimated $32.5K and leaving 42,168 shares worth $2.35M. The position accounts for 0.9% of the portfolio, ranked #44.

Tealwood Asset Management first reported a position in YOU in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Tealwood Asset Management held 42,168 shares of Clear Secure worth $2.35M as of Q2 2026.
Tealwood Asset Management sold 595 Clear Secure shares in Q2 2026, an estimated $32.5K.
Clear Secure made up 0.9% of Tealwood Asset Management's portfolio in Q2 2026, its #44 holding.
Tealwood Asset Management first reported a position in Clear Secure in Q4 2024 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Tealwood Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.