CWM
YETI icon

Congress Wealth Management’s Yeti Holdings YETI Stock Holding History

Congress 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
2025
Q2 		$5.04M Buy
160,051
+2,565
+2% +$77K 0.05% 383
2025
Q1 		$5.21M Buy
157,486
+2,546
+2% +$92.2K 0.06% 323
2024
Q4 		$5.97M Buy
154,940
+19,103
+14% +$759K 0.08% 266
2024
Q3 		$5.57M Buy
135,837
+4,637
+4% +$182K 0.07% 280
2024
Q2 		$5.01M Buy
131,200
+7,610
+6% +$296K 0.08% 246
2024
Q1 		$4.76M Buy
123,590
+7,769
+7% +$329K 0.08% 234
2023
Q4 		$6M Buy
115,821
+6,365
+6% +$282K 0.11% 205
2023
Q3 		$5.28M Buy
109,456
+6,309
+6% +$281K 0.11% 208
2023
Q2 		$4.01M Buy
103,147
+2,435
+2% +$94.3K 0.09% 215
2023
Q1 		$4.03M Buy
100,712
+5,784
+6% +$239K 0.1% 205
2022
Q4 		$3.92M Buy
+94,928
New +$3.56M 0.1% 199

Other funds holding YETI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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 $1.9T AUM 41.92% 1-Year Est. Return