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Atria Wealth Solutions’s Yeti Holdings YETI Stock Holding History

Atria Wealth Solutions’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,457
Closed -$412K – 1939
2025
Q1 		$412K Sell
12,457
-969
-7% -$35.1K 0.01% 1290
2024
Q4 		$517K Sell
13,426
-2,988
-18% -$119K 0.01% 1263
2024
Q3 		$673K Sell
16,414
-949
-5% -$37.2K 0.01% 1088
2024
Q2 		$662K Buy
17,363
+664
+4% +$25.9K 0.01% 1086
2024
Q1 		$644K Hold
16,699
– – 0.01% 1131
2023
Q4 		$865K Sell
16,699
-545
-3% -$24.1K 0.01% 933
2023
Q3 		$832K Sell
17,244
-24
-0.1% -$1.07K 0.01% 893
2023
Q2 		$671K Sell
17,268
-223
-1% -$8.64K 0.01% 1028
2023
Q1 		$700K Buy
17,491
+312
+2% +$12.9K 0.01% 962
2022
Q4 		$710K Sell
17,179
-2,852
-14% -$107K 0.01% 918
2022
Q3 		$571K Buy
+20,031
New +$835K 0.01% 953
2022
Q2 		– Sell
-10,164
Closed -$610K – 1912
2022
Q1 		$610K Buy
+10,164
New +$656K 0.01% 957

Other funds holding YETI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's YETI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Yeti Holdings (YETI) in Q2 2025, closing a stake of 12,457 shares — an estimated $412K sold.

Atria Wealth Solutions first reported a position in YETI in Q1 2022 and held it in 12 quarters. The position peaked at $865K in Q4 2023. 397 funds tracked by Wall St. Rank hold YETI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Yeti Holdings position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,457 Yeti Holdings shares in Q2 2025, an estimated $412K.
  • Atria Wealth Solutions first reported a position in Yeti Holdings in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Yeti Holdings position peaked at $865K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.