YHB Investment Advisors’s Eagle Capital Select Equity ETF EAGL Stock Holding History

YHB Investment Advisors’s Portfolio EAGL Stock Details EAGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2M	Buy	347,395 +28,877	+9%	+$934K	0.72%	36
2026 Q1	$9.69M	Hold	318,518	–	–	0.69%	36
2025 Q4	$10.3M	Buy	318,518 +6,510	+2%	+$207K	0.71%	35
2025 Q3	$9.75M	Hold	312,008	–	–	0.71%	34
2025 Q2	$9.42M	Hold	312,008	–	–	0.73%	34
2025 Q1	$8.74M	Hold	312,008	–	–	0.73%	35
2024 Q4	$8.69M	Hold	312,008	–	–	0.71%	34
2024 Q3	$8.54M	Hold	312,008	–	–	0.71%	37
2024 Q2	$8.26M	Sell	312,008 -7,600	-2%	-$195K	0.71%	36
2024 Q1	$8.06M	Buy	+319,608	New	+$8.05M	0.72%	39

Other funds holding EAGL

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

YHB Investment Advisors's EAGL Position: Q2 2026 in Review

YHB Investment Advisors increased its Eagle Capital Select Equity ETF (EAGL) stake by 9.1% in Q2 2026, buying an estimated $934K and bringing the position to 347,395 shares worth $11.2M. The position accounts for 0.72% of the portfolio, ranked #36.

YHB Investment Advisors first reported a position in EAGL in Q1 2024 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold EAGL as of Q2 2026.

YHB Investment Advisors held 347,395 shares of Eagle Capital Select Equity ETF worth $11.2M as of Q2 2026.
YHB Investment Advisors bought 28,877 Eagle Capital Select Equity ETF shares in Q2 2026, an estimated $934K.
Eagle Capital Select Equity ETF made up 0.72% of YHB Investment Advisors's portfolio in Q2 2026, its #36 holding.
YHB Investment Advisors first reported a position in Eagle Capital Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
69 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.