MWM
YELP icon

Moran Wealth Management’s Yelp YELP Stock Holding History

Moran 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
2026
Q1 		– Sell
-108,797
Closed -$3.31M – 569
2025
Q4 		$3.31M Sell
108,797
-12,756
-10% -$393K 0.1% 242
2025
Q3 		$3.79M Sell
121,553
-6,945
-5% -$228K 0.11% 214
2025
Q2 		$4.4M Sell
128,498
-10,150
-7% -$367K 0.14% 199
2025
Q1 		$5.13M Buy
+138,648
New +$5.21M 0.17% 168

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Moran Wealth Management's YELP Position: Q1 2026 in Review

Moran Wealth Management sold out of Yelp (YELP) in Q1 2026, closing a stake of 108,797 shares — an estimated $3.31M sold.

Moran Wealth Management first reported a position in YELP in Q1 2025 and held it in 4 quarters. The position peaked at $5.13M in Q1 2025. 308 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Moran Wealth Management reported no remaining Yelp position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 108,797 Yelp shares in Q1 2026, an estimated $3.31M.
  • Moran Wealth Management first reported a position in Yelp in Q1 2025 and held it in 4 quarters.
  • Moran Wealth Management's Yelp position peaked at $5.13M in Q1 2025.
  • 308 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.