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Hennion & Walsh Asset Management’s Yelp YELP Stock Holding History

Hennion & Walsh Asset 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
-6,303
Closed -$216K – 978
2025
Q2 		$216K Sell
6,303
-58
-0.9% -$2.1K 0.01% 882
2025
Q1 		$236K Sell
6,361
-861
-12% -$32.4K 0.01% 804
2024
Q4 		$279K Sell
7,222
-34
-0.5% -$1.24K 0.01% 772
2024
Q3 		$255K Buy
7,256
+48
+0.7% +$1.68K 0.01% 786
2024
Q2 		$266K Buy
+7,208
New +$276K 0.01% 755

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hennion & Walsh Asset Management's YELP Position: Q3 2025 in Review

Hennion & Walsh Asset Management sold out of Yelp (YELP) in Q3 2025, closing a stake of 6,303 shares — an estimated $216K sold.

Hennion & Walsh Asset Management first reported a position in YELP in Q2 2024 and held it in 5 quarters. The position peaked at $279K in Q4 2024. 310 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

  • Hennion & Walsh Asset Management reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 6,303 Yelp shares in Q3 2025, an estimated $216K.
  • Hennion & Walsh Asset Management first reported a position in Yelp in Q2 2024 and held it in 5 quarters.
  • Hennion & Walsh Asset Management's Yelp position peaked at $279K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2025, filed 22 Oct 2025.