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Fonville Wealth Management’s Yelp YELP Stock Holding History

Fonville Wealth Management’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
2025
Q3 		– Sell
-6,936
Closed -$238K – 131
2025
Q2 		$238K Sell
6,936
-3,000
-30% -$108K 0.06% 113
2025
Q1 		$368K Buy
+9,936
New +$374K 0.11% 88

Other funds holding YELP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fonville Wealth Management's YELP Position: Q3 2025 in Review

Fonville Wealth Management sold out of Yelp (YELP) in Q3 2025, closing a stake of 6,936 shares — an estimated $238K sold.

Fonville Wealth Management first reported a position in YELP in Q1 2025 and held it in 2 quarters. The position peaked at $368K in Q1 2025. 311 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

  • Fonville Wealth Management reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 6,936 Yelp shares in Q3 2025, an estimated $238K.
  • Fonville Wealth Management first reported a position in Yelp in Q1 2025 and held it in 2 quarters.
  • Fonville Wealth Management's Yelp position peaked at $368K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

Based on Fonville Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.