Corient Private Wealth
YELP icon

Corient Private Wealth’s Yelp YELP Stock Holding History

Corient Private Wealth’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 		– Sell
-8,302
Closed -$252K – 3005
2025
Q4 		$252K Buy
8,302
+464
+6% +$14.3K ﹤0.01% 2288
2025
Q3 		$245K Sell
7,838
-966
-11% -$31.7K ﹤0.01% 2248
2025
Q2 		$302K Buy
8,804
+1,921
+28% +$69.4K ﹤0.01% 1983
2025
Q1 		$255K Sell
6,883
-4,037
-37% -$152K ﹤0.01% 1942
2024
Q4 		$423K Sell
10,920
-70
-0.6% -$2.55K ﹤0.01% 1708
2024
Q3 		$386K Buy
10,990
+5,071
+86% +$177K ﹤0.01% 1883
2024
Q2 		$219K Buy
5,919
+72
+1% +$2.76K ﹤0.01% 2081
2024
Q1 		$230K Buy
5,847
+20
+0.3% +$829 ﹤0.01% 2025
2023
Q4 		$276K Hold
5,827
– – ﹤0.01% 1904
2023
Q3 		$242K Hold
5,827
– – ﹤0.01% 1836
2023
Q2 		$212K Buy
+5,827
New +$188K ﹤0.01% 1846

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 $112B AUM 36.28% 1-Year Est. Return

Corient Private Wealth's YELP Position: Q1 2026 in Review

Corient Private Wealth sold out of Yelp (YELP) in Q1 2026, closing a stake of 8,302 shares — an estimated $252K sold.

Corient Private Wealth first reported a position in YELP in Q2 2023 and held it in 11 quarters. The position peaked at $423K in Q4 2024. 308 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Corient Private Wealth reported no remaining Yelp position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 8,302 Yelp shares in Q1 2026, an estimated $252K.
  • Corient Private Wealth first reported a position in Yelp in Q2 2023 and held it in 11 quarters.
  • Corient Private Wealth's Yelp position peaked at $423K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.