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JFS Wealth Advisors’s Yelp YELP Stock Holding History

JFS 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 		– Sell
-2
Closed -$50 – 2302
2026
Q1 		$50 Sell
2
-36
-95% -$912 ﹤0.01% 1862
2025
Q4 		$1.16K Buy
38
+14
+58% +$432 ﹤0.01% 1679
2025
Q3 		$749 Hold
24
– – ﹤0.01% 1682
2025
Q2 		$823 Sell
24
-14
-37% -$506 ﹤0.01% 1615
2025
Q1 		$1.41K Buy
38
+3
+9% +$113 ﹤0.01% 1580
2024
Q4 		$1.35K Hold
35
– – ﹤0.01% 1612
2024
Q3 		$1.23K Hold
35
– – ﹤0.01% 1651
2024
Q2 		$1.29K Hold
35
– – ﹤0.01% 1600
2024
Q1 		$1.38K Sell
35
-9
-20% -$373 ﹤0.01% 1568
2023
Q4 		$2.08K Buy
44
+4
+10% +$177 ﹤0.01% 1417
2023
Q3 		$1.66K Buy
40
+5
+14% +$210 ﹤0.01% 1435
2023
Q2 		$1.27K Sell
35
-4
-10% -$129 ﹤0.01% 1527
2023
Q1 		$1.2K Buy
39
+10
+34% +$301 ﹤0.01% 1528
2022
Q4 		$793 Buy
29
+8
+38% +$254 ﹤0.01% 1653
2022
Q3 		$1K Buy
21
+10
+91% +$331 ﹤0.01% 1684
2022
Q2 		$0 Sell
11
-22
-67% -$683 ﹤0.01% 1959
2022
Q1 		$1K Buy
33
+19
+136% +$652 ﹤0.01% 1764
2021
Q4 		$1K Buy
+14
New +$526 ﹤0.01% 1625

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

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

JFS Wealth Advisors sold out of Yelp (YELP) in Q2 2026, closing a stake of 2 shares — an estimated $50 sold.

JFS Wealth Advisors first reported a position in YELP in Q4 2021 and held it in 18 quarters. The position peaked at $2.08K in Q4 2023. 291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • JFS Wealth Advisors reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 Yelp shares in Q2 2026, an estimated $50.
  • JFS Wealth Advisors first reported a position in Yelp in Q4 2021 and held it in 18 quarters.
  • JFS Wealth Advisors's Yelp position peaked at $2.08K in Q4 2023.
  • 291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.