Modern Wealth Management’s Yelp YELP Stock Holding History

Modern 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
2025 Q3	–	Sell	-11,359	Closed	-$389K	–	849
2025 Q2	$389K	Buy	+11,359	New	+$410K	0.01%	543

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

Modern Wealth Management's YELP Position: Q3 2025 in Review

Modern Wealth Management sold out of Yelp (YELP) in Q3 2025, closing a stake of 11,359 shares — an estimated $389K sold.

Modern Wealth Management first reported a position in YELP in Q2 2025 and held it in 1 quarter. The position peaked at $389K in Q2 2025. 310 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

Modern Wealth Management reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
Modern Wealth Management sold 11,359 Yelp shares in Q3 2025, an estimated $389K.
Modern Wealth Management first reported a position in Yelp in Q2 2025 and held it in 1 quarter.
Modern Wealth Management's Yelp position peaked at $389K in Q2 2025.
310 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.