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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's YELP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Yelp (YELP) stake by 46% in Q1 2026, buying an estimated $21.1K and bringing the position to 2,641 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #1043.

Pinnacle Wealth Planning Services first reported a position in YELP in Q4 2020 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,641 shares of Yelp worth $65.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 835 Yelp shares in Q1 2026, an estimated $21.1K.
  • Yelp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1043 holding.
  • Pinnacle Wealth Planning Services first reported a position in Yelp in Q4 2020 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.