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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
Q2 		$12.6K Sell
512
-235
-31% -$5.85K ﹤0.01% 2766
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

EverSource Wealth Advisors's YELP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Yelp (YELP) stake by 31% in Q2 2026, selling an estimated $5.85K and leaving 512 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

EverSource Wealth Advisors first reported a position in YELP in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.5K in Q1 2026. 293 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • EverSource Wealth Advisors held 512 shares of Yelp worth $12.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 235 Yelp shares in Q2 2026, an estimated $5.85K.
  • Yelp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2766 holding.
  • EverSource Wealth Advisors first reported a position in Yelp in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Yelp position peaked at $18.5K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.