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Marquette Asset Management’s Yelp YELP Stock Holding History

Marquette 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
2026
Q3 		– Sell
-128
Closed -$3.14K – 919
2026
Q2 		$3.14K Buy
128
+12
+10% +$299 ﹤0.01% 505
2026
Q1 		$2.87K Buy
+116
New +$2.94K ﹤0.01% 456
2025
Q4 		– Sell
-264
Closed -$8.24K – 893
2025
Q3 		$8.24K Buy
+264
New +$8.65K ﹤0.01% 243

Other funds holding YELP

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Marquette Asset Management's YELP Position: Q3 2026 in Review

Marquette Asset Management sold out of Yelp (YELP) in Q3 2026, closing a stake of 128 shares — an estimated $3.14K sold.

Marquette Asset Management first reported a position in YELP in Q3 2025 and held it in 3 quarters. The position peaked at $8.24K in Q3 2025. 7 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

  • Marquette Asset Management reported no remaining Yelp position as of Q3 2026 after selling out during the quarter.
  • Marquette Asset Management sold 128 Yelp shares in Q3 2026, an estimated $3.14K.
  • Marquette Asset Management first reported a position in Yelp in Q3 2025 and held it in 3 quarters.
  • Marquette Asset Management's Yelp position peaked at $8.24K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.