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Cassaday & Co Wealth Management’s Yelp YELP Stock Holding History

Cassaday & Co 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
Q1 		$2.47K Buy
+100
New +$2.53K ﹤0.01% 1046

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Cassaday & Co Wealth Management's YELP Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Yelp (YELP) in Q1 2026: 100 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings.

307 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Cassaday & Co Wealth Management held 100 shares of Yelp worth $2.47K as of Q1 2026.
  • Yelp was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Yelp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1046 holding.
  • 307 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.