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True Wealth Design’s Clear Secure YOU Stock Holding History

True Wealth Design’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 		$4.07K Buy
73
+37
+103% +$2.02K ﹤0.01% 1417
2026
Q1 		$1.74K Sell
36
-105
-74% -$4.18K ﹤0.01% 1604
2025
Q4 		$4.95K Buy
141
+126
+840% +$4.29K ﹤0.01% 1089
2025
Q3 		$501 Buy
+15
New +$497 ﹤0.01% 2005
2025
Q1 		– Sell
-35
Closed -$933 – 2691
2024
Q4 		$933 Sell
35
-108
-76% -$3.26K ﹤0.01% 963
2024
Q3 		$4.74K Buy
+143
New +$3.69K ﹤0.01% 563

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 $3.38T AUM 44.17% 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

True Wealth Design's YOU Position: Q2 2026 in Review

True Wealth Design increased its Clear Secure (YOU) stake by 103% in Q2 2026, buying an estimated $2.02K and bringing the position to 73 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

True Wealth Design first reported a position in YOU in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.95K in Q4 2025. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • True Wealth Design held 73 shares of Clear Secure worth $4.07K as of Q2 2026.
  • True Wealth Design bought 37 Clear Secure shares in Q2 2026, an estimated $2.02K.
  • Clear Secure made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1417 holding.
  • True Wealth Design first reported a position in Clear Secure in Q3 2024 and has held it in 6 quarters since.
  • True Wealth Design's Clear Secure position peaked at $4.95K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.