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Bay Harbor Wealth Management’s Yelp YELP Stock Holding History

Bay Harbor 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
2026
Q2 		$25 Sell
1
-1
-50% -$25 ﹤0.01% 1276
2026
Q1 		$49 Sell
2
-2
-50% -$51 ﹤0.01% 1257
2025
Q4 		$121 Hold
4
– – ﹤0.01% 1190
2025
Q3 		$124 Sell
4
-1
-20% -$33 ﹤0.01% 1135
2025
Q2 		$171 Buy
5
+4
+400% +$145 ﹤0.01% 975
2025
Q1 		$37 Buy
+1
New +$38 ﹤0.01% 1061

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

Bay Harbor Wealth Management's YELP Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Yelp (YELP) stake by 50% in Q2 2026, selling an estimated $25 and leaving 1 share worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Bay Harbor Wealth Management first reported a position in YELP in Q1 2025 and has held it in 6 quarters since. The position peaked at $171 in Q2 2025. 291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Bay Harbor Wealth Management held 1 share of Yelp worth $25 as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 Yelp share in Q2 2026, an estimated $25.
  • Yelp made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1276 holding.
  • Bay Harbor Wealth Management first reported a position in Yelp in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Yelp position peaked at $171 in Q2 2025.
  • 291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.