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Tortoise Investment Management’s Clear Secure YOU Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-401
Closed -$13.4K – 1502
2025
Q3 		$13.4K Buy
401
+1
+0.3% +$33 ﹤0.01% 577
2025
Q2 		$11.1K Hold
400
– – ﹤0.01% 594
2025
Q1 		$10.4K Hold
400
– – ﹤0.01% 585
2024
Q4 		$10.7K Hold
400
– – ﹤0.01% 627
2024
Q3 		$13.3K Hold
400
– – ﹤0.01% 604
2024
Q2 		$7.48K Hold
400
– – ﹤0.01% 664
2024
Q1 		$8.51K Hold
400
– – ﹤0.01% 644
2023
Q4 		$8.26K Hold
400
– – ﹤0.01% 600
2023
Q3 		$7.62K Hold
400
– – ﹤0.01% 592
2023
Q2 		$9.27K Buy
+400
New +$9.89K ﹤0.01% 570

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's YOU Position: Q4 2025 in Review

Tortoise Investment Management sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 401 shares — an estimated $13.4K sold.

Tortoise Investment Management first reported a position in YOU in Q2 2023 and held it in 10 quarters. The position peaked at $13.4K in Q3 2025. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

  • Tortoise Investment Management reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 401 Clear Secure shares in Q4 2025, an estimated $13.4K.
  • Tortoise Investment Management first reported a position in Clear Secure in Q2 2023 and held it in 10 quarters.
  • Tortoise Investment Management's Clear Secure position peaked at $13.4K in Q3 2025.
  • 388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.