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Physician Wealth Advisors’s Yelp YELP Stock Holding History

Physician 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
-59
Closed -$1.46K – 2468
2026
Q1 		$1.46K Sell
59
-36
-38% -$912 ﹤0.01% 1488
2025
Q4 		$2.89K Buy
+95
New +$2.93K ﹤0.01% 1143
2025
Q2 		– Sell
-46
Closed -$1.7K – 1998
2025
Q1 		$1.7K Buy
+46
New +$1.73K ﹤0.01% 905

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 $123B AUM 45.23% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Yelp (YELP) in Q2 2026, closing a stake of 59 shares — an estimated $1.46K sold.

Physician Wealth Advisors first reported a position in YELP in Q1 2025 and held it in 3 quarters. The position peaked at $2.89K in Q4 2025. 294 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 59 Yelp shares in Q2 2026, an estimated $1.46K.
  • Physician Wealth Advisors first reported a position in Yelp in Q1 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Yelp position peaked at $2.89K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.