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EP Wealth Advisors’s Yeti Holdings YETI Stock Holding History

EP Wealth Advisors’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 		$576K Buy
11,619
+5,582
+92% +$242K ﹤0.01% 966
2026
Q1 		$221K Buy
6,037
+759
+14% +$33.4K ﹤0.01% 1354
2025
Q4 		$233K Buy
+5,278
New +$203K ﹤0.01% 1293

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

EP Wealth Advisors's YETI Position: Q2 2026 in Review

EP Wealth Advisors increased its Yeti Holdings (YETI) stake by 92% in Q2 2026, buying an estimated $242K and bringing the position to 11,619 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

EP Wealth Advisors first reported a position in YETI in Q4 2025 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold YETI as of Q2 2026.

  • EP Wealth Advisors held 11,619 shares of Yeti Holdings worth $576K as of Q2 2026.
  • EP Wealth Advisors bought 5,582 Yeti Holdings shares in Q2 2026, an estimated $242K.
  • Yeti Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #966 holding.
  • EP Wealth Advisors first reported a position in Yeti Holdings in Q4 2025 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.