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Avion Wealth’s Yelp YELP Stock Holding History

Avion Wealth’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
2026
Q2 		$0 Sell
22
-40
-65% -$996 ﹤0.01% 1787
2026
Q1 		$1K Buy
62
+30
+94% +$760 ﹤0.01% 1179
2025
Q4 		$0 Buy
32
+16
+100% +$493 ﹤0.01% 1630
2025
Q3 		$0 Sell
16
-13
-45% -$426 ﹤0.01% 1588
2025
Q2 		$0 Sell
29
-879
-97% -$31.8K ﹤0.01% 1662
2025
Q1 		$35K Hold
908
– – 0.01% 232
2024
Q4 		$35K Buy
908
+864
+1,964% +$31.5K 0.01% 231
2024
Q3 		$1K Buy
+44
New +$1.54K ﹤0.01% 933
2024
Q2 		– Sell
-11
Closed -$1K – 1295
2024
Q1 		$1K Sell
11
-1
-8% -$41 ﹤0.01% 1125
2023
Q4 		$1K Buy
+12
New +$530 ﹤0.01% 1031

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $112B AUM 36.28% 1-Year Est. Return

Avion Wealth's YELP Position: Q2 2026 in Review

Avion Wealth reduced its Yelp (YELP) stake by 65% in Q2 2026, selling an estimated $996 and leaving 22 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Avion Wealth first reported a position in YELP in Q4 2023 and has held it in 10 quarters since. The position peaked at $35K in Q1 2025. 291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Avion Wealth held 22 shares of Yelp worth $0 as of Q2 2026.
  • Avion Wealth sold 40 Yelp shares in Q2 2026, an estimated $996.
  • Yelp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1787 holding.
  • Avion Wealth first reported a position in Yelp in Q4 2023 and has held it in 10 quarters since.
  • Avion Wealth's Yelp position peaked at $35K in Q1 2025.
  • 291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.