Twin Peaks Wealth Advisors’s Clear Secure YOU Stock Holding History

Twin Peaks Wealth 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	–	Sell	-164	Closed	-$7.94K	–	2275
2026 Q1	$7.94K	Buy	+164	New	+$6.53K	﹤0.01%	1173
2025 Q3	–	Sell	-50	Closed	-$1.67K	–	2200
2025 Q2	$1.67K	Buy	+50	New	+$1.27K	﹤0.01%	1673

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

Twin Peaks Wealth Advisors's YOU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Clear Secure (YOU) in Q2 2026, closing a stake of 164 shares — an estimated $7.94K sold.

Twin Peaks Wealth Advisors first reported a position in YOU in Q2 2025 and held it in 2 quarters. The position peaked at $7.94K in Q1 2026. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Clear Secure position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 164 Clear Secure shares in Q2 2026, an estimated $7.94K.
Twin Peaks Wealth Advisors first reported a position in Clear Secure in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Clear Secure position peaked at $7.94K in Q1 2026.
452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.