Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Yelp YELP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.61M Buy
65,046
+33,298
+105% +$843K ﹤0.01% 1298
2025
Q4 		$965K Buy
31,748
+2,186
+7% +$67.4K ﹤0.01% 1518
2025
Q3 		$922K Buy
29,562
+3,594
+14% +$118K ﹤0.01% 1459
2025
Q2 		$890K Buy
25,968
+2,646
+11% +$95.6K ﹤0.01% 1303
2025
Q1 		$864K Buy
23,322
+18,718
+407% +$704K ﹤0.01% 1213
2024
Q4 		$178K Buy
4,604
+1,036
+29% +$37.8K ﹤0.01% 1902
2024
Q3 		$125K Buy
3,568
+1,665
+87% +$58.2K ﹤0.01% 2055
2024
Q2 		$70K Buy
1,903
+377
+25% +$14.4K ﹤0.01% 2232
2024
Q1 		$60K Buy
1,526
+975
+177% +$40.4K ﹤0.01% 2183
2023
Q4 		$26K Sell
551
-131
-19% -$5.78K ﹤0.01% 2612
2023
Q3 		$28K Buy
682
+22
+3% +$926 ﹤0.01% 2467
2023
Q2 		$24K Sell
660
-168
-20% -$5.42K ﹤0.01% 2527
2023
Q1 		$25K Buy
828
+159
+24% +$4.78K ﹤0.01% 2361
2022
Q4 		$18K Sell
669
-144
-18% -$4.57K ﹤0.01% 2461
2022
Q3 		$28K Buy
813
+251
+45% +$8.31K ﹤0.01% 2017
2022
Q2 		$16K Buy
562
+518
+1,177% +$16.1K ﹤0.01% 2286
2022
Q1 		$2K Buy
44
+10
+29% +$343 ﹤0.01% 3251
2021
Q4 		$1K Buy
+34
New +$1.28K ﹤0.01% 3408
2021
Q2 		$1K Hold
34
– – ﹤0.01% 2875
2021
Q1 		$1K Hold
34
– – ﹤0.01% 2874
2020
Q4 		$1K Hold
34
– – ﹤0.01% 2874
2020
Q3 		$1K Hold
34
– – ﹤0.01% 2871
2020
Q2 		$1K Hold
34
– – ﹤0.01% 2871
2020
Q1 		$1K Hold
34
– – ﹤0.01% 2868
2019
Q4 		$1K Hold
34
– – ﹤0.01% 2868
2019
Q3 		$1K Hold
34
– – ﹤0.01% 2868
2019
Q2 		$1K Hold
34
– – ﹤0.01% 2868
2019
Q1 		$1K Sell
34
-63,184
-100% -$2.28M ﹤0.01% 2866
2018
Q4 		$2.21M Buy
+63,218
New +$2.42M 0.06% 274

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s YELP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Yelp (YELP) stake by 105% in Q1 2026, buying an estimated $843K and bringing the position to 65,046 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Carson Wealth (CWM LLC) first reported a position in YELP in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.21M in Q4 2018. 308 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 65,046 shares of Yelp worth $1.61M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 33,298 Yelp shares in Q1 2026, an estimated $843K.
  • Yelp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1298 holding.
  • Carson Wealth (CWM LLC) first reported a position in Yelp in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Yelp position peaked at $2.21M in Q4 2018.
  • 308 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.