Creative Planning’s Yelp YELP Stock Holding History

Creative Planning’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
2019 Q2	–	Sell	-100	Closed	-$1K	–	2140
2019 Q1	$1K	Buy	+100	New	+$3.62K	﹤0.01%	1974
2018 Q3	–	Sell	-300	Closed	-$1K	–	2183
2018 Q2	$1K	Hold	300	–	–	﹤0.01%	2035
2018 Q1	$2K	Buy	+300	New	+$13.1K	﹤0.01%	1997
2017 Q3	–	Sell	-1,000	Closed	-$4K	–	3763
2017 Q2	$4K	Buy	1,000 +700	+233%	+$21.8K	﹤0.01%	4120
2017 Q1	$1K	Buy	+300	New	+$11.1K	﹤0.01%	4517
2016 Q4	–	Sell	-1,000	Closed	-$17K	–	4875
2016 Q3	$17K	Hold	1,000	–	–	﹤0.01%	3176
2016 Q2	$8K	Buy	+1,000	New	+$24.3K	﹤0.01%	3408
2014 Q2	–	Sell	-6,000	Closed	-$78K	–	3985
2014 Q1	$78K	Buy	+6,000	New	+$507K	﹤0.01%	1542

Other funds holding YELP

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Creative Planning's YELP Position: Q2 2026 in Review

Creative Planning reduced its Yelp (YELP) stake by 11% in Q2 2026, selling an estimated $951K and leaving 323,117 shares worth $7.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Creative Planning first reported a position in YELP in Q2 2013 and has held it in 38 quarters since. The position peaked at $8.94M in Q1 2026. 294 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

Creative Planning held 323,117 shares of Yelp worth $7.92M as of Q2 2026.
Creative Planning sold 38,177 Yelp shares in Q2 2026, an estimated $951K.
Yelp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1053 holding.
Creative Planning first reported a position in Yelp in Q2 2013 and has held it in 38 quarters since.
Creative Planning's Yelp position peaked at $8.94M in Q1 2026.
294 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.