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Optimize Financial’s Yeti Holdings YETI Stock Holding History

Optimize Financial’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
-20,732
Closed -$653K – 445
2025
Q2 		$653K Sell
20,732
-148
-0.7% -$4.44K 0.4% 74
2025
Q1 		$691K Buy
20,880
+7,273
+53% +$263K 0.26% 62
2024
Q4 		$524K Buy
+13,607
New +$541K 0.39% 70

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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WHG
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

Optimize Financial's YETI Position: Q3 2025 in Review

Optimize Financial sold out of Yeti Holdings (YETI) in Q3 2025, closing a stake of 20,732 shares — an estimated $653K sold.

Optimize Financial first reported a position in YETI in Q4 2024 and held it in 3 quarters. The position peaked at $691K in Q1 2025. 404 funds tracked by Wall St. Rank hold YETI as of Q3 2025.

  • Optimize Financial reported no remaining Yeti Holdings position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 20,732 Yeti Holdings shares in Q3 2025, an estimated $653K.
  • Optimize Financial first reported a position in Yeti Holdings in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Yeti Holdings position peaked at $691K in Q1 2025.
  • 404 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.