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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 $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

Congress Wealth Management's YETI Position: Q2 2025 in Review

Congress Wealth Management increased its Yeti Holdings (YETI) stake by 1.6% in Q2 2025, buying an estimated $77K and bringing the position to 160,051 shares worth $5.04M. The position accounts for 0.05% of the portfolio, ranked #383.

Congress Wealth Management first reported a position in YETI in Q4 2022 and has held it in 11 quarters since. The position peaked at $6M in Q4 2023. 397 funds tracked by Wall St. Rank hold YETI as of Q2 2025.

  • Congress Wealth Management held 160,051 shares of Yeti Holdings worth $5.04M as of Q2 2025.
  • Congress Wealth Management bought 2,565 Yeti Holdings shares in Q2 2025, an estimated $77K.
  • Yeti Holdings made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #383 holding.
  • Congress Wealth Management first reported a position in Yeti Holdings in Q4 2022 and has held it in 11 quarters since.
  • Congress Wealth Management's Yeti Holdings position peaked at $6M in Q4 2023.
  • 397 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.