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Wealthspire Advisors (New York)’s Clear Secure YOU Stock Holding History

Wealthspire Advisors (New York)’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
-163
Closed -$5.46K – 2949
2025
Q3 		$5.46K Buy
+163
New +$5.4K ﹤0.01% 2299

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 $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s YOU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 163 shares — an estimated $5.46K sold.

Wealthspire Advisors (New York) first reported a position in YOU in Q3 2025 and held it in 1 quarter. The position peaked at $5.46K in Q3 2025. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 163 Clear Secure shares in Q4 2025, an estimated $5.46K.
  • Wealthspire Advisors (New York) first reported a position in Clear Secure in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Clear Secure position peaked at $5.46K in Q3 2025.
  • 388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.