Clearstead Trust’s Yelp YELP Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-7	Closed	-$219	–	1563
2025 Q3	$219	Hold	7	–	–	﹤0.01%	1490
2025 Q2	$240	Buy	+7	New	+$253	﹤0.01%	1454

Other funds holding YELP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Clearstead Trust's YELP Position: Q4 2025 in Review

Clearstead Trust sold out of Yelp (YELP) in Q4 2025, closing a stake of 7 shares — an estimated $219 sold.

Clearstead Trust first reported a position in YELP in Q2 2025 and held it in 2 quarters. The position peaked at $240 in Q2 2025. 316 funds tracked by Wall St. Rank hold YELP as of Q4 2025.

Clearstead Trust reported no remaining Yelp position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 7 Yelp shares in Q4 2025, an estimated $219.
Clearstead Trust first reported a position in Yelp in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Yelp position peaked at $240 in Q2 2025.
316 funds tracked by Wall St. Rank held Yelp as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.