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Pinnacle Wealth Planning Services’s Yelp YELP Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.31K Sell
94
-2,547
-96% -$63.4K ﹤0.01% 2445
2026
Q1 		$65.3K Buy
2,641
+835
+46% +$21.1K 0.01% 1043
2025
Q4 		$54.9K Buy
+1,806
New +$55.7K 0.01% 1132
2021
Q1 		– Sell
-1,763
Closed -$58K – 2002
2020
Q4 		$58K Buy
+1,763
New +$46.3K 0.01% 725

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

Pinnacle Wealth Planning Services's YELP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Yelp (YELP) stake by 96% in Q2 2026, selling an estimated $63.4K and leaving 94 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Pinnacle Wealth Planning Services first reported a position in YELP in Q4 2020 and has held it in 4 quarters since. The position peaked at $65.3K in Q1 2026. 293 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 94 shares of Yelp worth $2.31K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,547 Yelp shares in Q2 2026, an estimated $63.4K.
  • Yelp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2445 holding.
  • Pinnacle Wealth Planning Services first reported a position in Yelp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Yelp position peaked at $65.3K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.