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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 $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 $123B AUM 45.23% 1-Year Est. Return

EP Wealth Advisors's YELP Position: Q1 2026 in Review

EP Wealth Advisors sold out of Yelp (YELP) in Q1 2026, closing a stake of 9,506 shares — an estimated $289K sold.

EP Wealth Advisors first reported a position in YELP in Q3 2024 and held it in 5 quarters. The position peaked at $377K in Q1 2025. 309 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • EP Wealth Advisors reported no remaining Yelp position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,506 Yelp shares in Q1 2026, an estimated $289K.
  • EP Wealth Advisors first reported a position in Yelp in Q3 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Yelp position peaked at $377K in Q1 2025.
  • 309 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.