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Clearstead Advisors’s Yelp YELP Stock Holding History

Clearstead Advisors’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 Buy
+1
New +$25 ﹤0.01% 3566
2026
Q1 		– Sell
-7
Closed -$213 – 2864
2025
Q4 		$213 Buy
7
+3
+75% +$93 ﹤0.01% 2412
2025
Q3 		$125 Buy
+4
New +$131 ﹤0.01% 2914

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

Clearstead Advisors's YELP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Yelp (YELP) in Q2 2026: 1 share worth $25. The stake represents ﹤0.01% of the portfolio and ranks #3566 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in YELP as recently as Q4 2025.

Clearstead Advisors first reported a position in YELP in Q3 2025 and has held it in 3 quarters since. The position peaked at $213 in Q4 2025. 119 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Clearstead Advisors held 1 share of Yelp worth $25 as of Q2 2026.
  • Yelp was a new Clearstead Advisors position in Q2 2026.
  • Yelp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3566 holding.
  • Clearstead Advisors first reported a position in Yelp in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Yelp position peaked at $213 in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.