EWA
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EP Wealth Advisors’s Yelp YELP Stock Holding History

EP Wealth 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
Q1 		– Sell
-9,506
Closed -$289K – 1610
2025
Q4 		$289K Buy
+9,506
New +$293K ﹤0.01% 1158
2025
Q2 		$339K Sell
9,891
-285
-3% -$10.3K ﹤0.01% 948
2025
Q1 		$377K Buy
10,176
+1,682
+20% +$63.3K ﹤0.01% 811
2024
Q4 		$329K Buy
8,494
+967
+13% +$35.3K ﹤0.01% 833
2024
Q3 		$264K Buy
+7,527
New +$263K ﹤0.01% 912

Other funds holding YELP

BlackRock
BlackRock New York $5.7T 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 $86.6B AUM 38.74% 1-Year Est. Return