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Bernard Wealth Management’s Yeti Holdings YETI Stock Holding History

Bernard Wealth Management’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
2026
Q2 		– Sell
-25
Closed -$915 – 372
2026
Q1 		$915 Hold
25
– – ﹤0.01% 312
2025
Q4 		$1.1K Hold
25
– – ﹤0.01% 303
2025
Q3 		$830 Hold
25
– – ﹤0.01% 297
2025
Q2 		$788 Hold
25
– – ﹤0.01% 282
2025
Q1 		$828 Hold
25
– – ﹤0.01% 354
2024
Q4 		$963 Buy
+25
New +$993 ﹤0.01% 286

Other funds holding YETI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Bernard Wealth Management's YETI Position: Q2 2026 in Review

Bernard Wealth Management sold out of Yeti Holdings (YETI) in Q2 2026, closing a stake of 25 shares — an estimated $915 sold.

Bernard Wealth Management first reported a position in YETI in Q4 2024 and held it in 6 quarters. The position peaked at $1.1K in Q4 2025. 457 funds tracked by Wall St. Rank hold YETI as of Q2 2026.

  • Bernard Wealth Management reported no remaining Yeti Holdings position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 25 Yeti Holdings shares in Q2 2026, an estimated $915.
  • Bernard Wealth Management first reported a position in Yeti Holdings in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Yeti Holdings position peaked at $1.1K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.