Heritage Wealth Advisors
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Heritage Wealth Advisors’s Yeti Holdings YETI Stock Holding History

Heritage 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
2025
Q3 		– Sell
-7
Closed -$221 – 599
2025
Q2 		$221 Buy
+7
New +$210 ﹤0.01% 552

Other funds holding YETI

Vanguard Group
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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
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Heritage Wealth Advisors's YETI Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of Yeti Holdings (YETI) in Q3 2025, closing a stake of 7 shares — an estimated $221 sold.

Heritage Wealth Advisors first reported a position in YETI in Q2 2025 and held it in 1 quarter. The position peaked at $221 in Q2 2025. 404 funds tracked by Wall St. Rank hold YETI as of Q3 2025.

  • Heritage Wealth Advisors reported no remaining Yeti Holdings position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 7 Yeti Holdings shares in Q3 2025, an estimated $221.
  • Heritage Wealth Advisors first reported a position in Yeti Holdings in Q2 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's Yeti Holdings position peaked at $221 in Q2 2025.
  • 404 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.