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EverSource Wealth Advisors’s Yelp YELP Stock Holding History

EverSource 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 		$18.5K Buy
747
+388
+108% +$9.82K ﹤0.01% 2550
2025
Q4 		$10.9K Buy
359
+98
+38% +$3.02K ﹤0.01% 2753
2025
Q3 		$8.14K Sell
261
-262
-50% -$8.59K ﹤0.01% 2931
2025
Q2 		$17.9K Buy
523
+307
+142% +$11.1K ﹤0.01% 2382
2025
Q1 		$8K Buy
216
+76
+54% +$2.86K ﹤0.01% 2240
2024
Q4 		$5.42K Buy
140
+80
+133% +$2.92K ﹤0.01% 2306
2024
Q3 		$2.1K Sell
60
-33
-35% -$1.15K ﹤0.01% 2532
2024
Q2 		$3.39K Buy
93
+33
+55% +$1.26K ﹤0.01% 2362
2024
Q1 		$2.42K Buy
60
+24
+67% +$995 ﹤0.01% 2320
2023
Q4 		$1.7K Hold
36
– – ﹤0.01% 2220
2023
Q3 		$1.5K Sell
36
-135
-79% -$5.68K ﹤0.01% 2093
2023
Q2 		$6.23K Hold
171
– – ﹤0.01% 1637
2023
Q1 		$5.25K Hold
171
– – ﹤0.01% 1631
2022
Q4 		$4.67K Sell
171
-369
-68% -$11.7K ﹤0.01% 1632
2022
Q3 		$18K Buy
540
+397
+278% +$13.1K ﹤0.01% 944
2022
Q2 		$4K Buy
+143
New +$4.44K ﹤0.01% 1360

Other funds holding YELP

BlackRock
BlackRock New York $5.72T 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 $95.4B AUM 38.74% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Yelp (YELP) stake by 108% in Q1 2026, buying an estimated $9.82K and bringing the position to 747 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

EverSource Wealth Advisors first reported a position in YELP in Q2 2022 and has held it in 16 quarters since. 307 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • EverSource Wealth Advisors held 747 shares of Yelp worth $18.5K as of Q1 2026.
  • EverSource Wealth Advisors bought 388 Yelp shares in Q1 2026, an estimated $9.82K.
  • Yelp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2550 holding.
  • EverSource Wealth Advisors first reported a position in Yelp in Q2 2022 and has held it in 16 quarters since.
  • 307 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

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