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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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EP Wealth Advisors's YETI Position: Q1 2026 in Review

EP Wealth Advisors increased its Yeti Holdings (YETI) stake by 14% in Q1 2026, buying an estimated $33.4K and bringing the position to 6,037 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

EP Wealth Advisors first reported a position in YETI in Q4 2025 and has held it in 2 quarters since. The position peaked at $233K in Q4 2025. 434 funds tracked by Wall St. Rank hold YETI as of Q1 2026.

  • EP Wealth Advisors held 6,037 shares of Yeti Holdings worth $221K as of Q1 2026.
  • EP Wealth Advisors bought 759 Yeti Holdings shares in Q1 2026, an estimated $33.4K.
  • Yeti Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1354 holding.
  • EP Wealth Advisors first reported a position in Yeti Holdings in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Yeti Holdings position peaked at $233K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.