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Integrated Wealth Concepts’s Yelp YELP Stock Holding History

Integrated Wealth Concepts’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 		$23.8K Buy
+971
New +$24.2K ﹤0.01% 3947

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 $3.37T AUM 44.26% 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 $112B AUM 36.28% 1-Year Est. Return

Integrated Wealth Concepts's YELP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Yelp (YELP) in Q2 2026: 971 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #3947 among its holdings.

291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Integrated Wealth Concepts held 971 shares of Yelp worth $23.8K as of Q2 2026.
  • Yelp was a new Integrated Wealth Concepts position in Q2 2026.
  • Yelp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3947 holding.
  • 291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.