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Institute for Wealth Management’s Yelp YELP Stock Holding History

Institute for 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
2026
Q2 		$1.96K Buy
+80
New +$1.99K ﹤0.01% 1594
2013
Q3 		– Sell
-100
Closed -$3K – 123
2013
Q2 		$3K Buy
+100
New +$2.87K ﹤0.01% 108

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

Institute for Wealth Management's YELP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Yelp (YELP) in Q2 2026: 80 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #1594 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in YELP as recently as Q2 2013.

Institute for Wealth Management first reported a position in YELP in Q2 2013 and has held it in 2 quarters since. The position peaked at $3K in Q2 2013. 293 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Institute for Wealth Management held 80 shares of Yelp worth $1.96K as of Q2 2026.
  • Yelp was a new Institute for Wealth Management position in Q2 2026.
  • Yelp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1594 holding.
  • Institute for Wealth Management first reported a position in Yelp in Q2 2013 and has held it in 2 quarters since.
  • Institute for Wealth Management's Yelp position peaked at $3K in Q2 2013.
  • 293 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.