Kestra Investment Management’s Yelp YELP Stock Holding History

Kestra Investment 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	-15	Closed	-$514	–	1011
2025 Q2	$514	Buy	+15	New	+$542	﹤0.01%	978

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Investment Management's YELP Position: Q3 2025 in Review

Kestra Investment Management sold out of Yelp (YELP) in Q3 2025, closing a stake of 15 shares — an estimated $514 sold.

Kestra Investment Management first reported a position in YELP in Q2 2025 and held it in 1 quarter. The position peaked at $514 in Q2 2025. 310 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

Kestra Investment Management reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
Kestra Investment Management sold 15 Yelp shares in Q3 2025, an estimated $514.
Kestra Investment Management first reported a position in Yelp in Q2 2025 and held it in 1 quarter.
Kestra Investment Management's Yelp position peaked at $514 in Q2 2025.
310 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.