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Abound Wealth Management’s Yelp YELP Stock Holding History

Abound Wealth Management’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$125 – 1502
2025
Q3 		$125 Hold
4
– – ﹤0.01% 1274
2025
Q2 		$138 Sell
4
-1
-20% -$36 ﹤0.01% 1168
2025
Q1 		$186 Sell
5
-1
-17% -$38 ﹤0.01% 1014
2024
Q4 		$233 Hold
6
– – ﹤0.01% 997
2024
Q3 		$211 Sell
6
-3
-33% -$105 ﹤0.01% 1132
2024
Q2 		$333 Hold
9
– – ﹤0.01% 944
2024
Q1 		$355 Hold
9
– – ﹤0.01% 1056
2023
Q4 		$427 Sell
9
-3
-25% -$132 ﹤0.01% 995
2023
Q3 		$500 Hold
12
– – ﹤0.01% 808
2023
Q2 		$437 Buy
+12
New +$387 ﹤0.01% 893

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Abound Wealth Management's YELP Position: Q4 2025 in Review

Abound Wealth Management sold out of Yelp (YELP) in Q4 2025, closing a stake of 4 shares — an estimated $125 sold.

Abound Wealth Management first reported a position in YELP in Q2 2023 and held it in 10 quarters. The position peaked at $500 in Q3 2023. 316 funds tracked by Wall St. Rank hold YELP as of Q4 2025.

  • Abound Wealth Management reported no remaining Yelp position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 4 Yelp shares in Q4 2025, an estimated $125.
  • Abound Wealth Management first reported a position in Yelp in Q2 2023 and held it in 10 quarters.
  • Abound Wealth Management's Yelp position peaked at $500 in Q3 2023.
  • 316 funds tracked by Wall St. Rank held Yelp as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.