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Merit Financial Group’s Yeti Holdings YETI Stock Holding History

Merit Financial Group’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 		– Sell
-15,327
Closed -$507K – 1752
2025
Q1 		$507K Buy
+15,327
New +$555K 0.01% 936

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

Merit Financial Group's YETI Position: Q2 2025 in Review

Merit Financial Group sold out of Yeti Holdings (YETI) in Q2 2025, closing a stake of 15,327 shares — an estimated $507K sold.

Merit Financial Group first reported a position in YETI in Q1 2025 and held it in 1 quarter. The position peaked at $507K in Q1 2025. 397 funds tracked by Wall St. Rank hold YETI as of Q2 2025.

  • Merit Financial Group reported no remaining Yeti Holdings position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 15,327 Yeti Holdings shares in Q2 2025, an estimated $507K.
  • Merit Financial Group first reported a position in Yeti Holdings in Q1 2025 and held it in 1 quarter.
  • Merit Financial Group's Yeti Holdings position peaked at $507K in Q1 2025.
  • 397 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.