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Private Wealth Management Group’s Yext YEXT Stock Holding History

Private Wealth Management Group’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-84
Closed -$323 – 1520
2026
Q1 		$323 Hold
84
– – ﹤0.01% 1388
2025
Q4 		$678 Hold
84
– – ﹤0.01% 1344
2025
Q3 		$716 Hold
84
– – ﹤0.01% 1363
2025
Q2 		$714 Hold
84
– – ﹤0.01% 1351
2025
Q1 		$518 Hold
84
– – ﹤0.01% 1402
2024
Q4 		$535 Hold
84
– – ﹤0.01% 1437
2024
Q3 		$582 Hold
84
– – ﹤0.01% 1403
2024
Q2 		$450 Hold
84
– – ﹤0.01% 1463
2024
Q1 		$507 Sell
84
-379
-82% -$2.24K ﹤0.01% 1443
2023
Q4 		$2.73K Buy
+463
New +$2.85K ﹤0.01% 839

Other funds holding YEXT

LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Wealth Management Group's YEXT Position: Q2 2026 in Review

Private Wealth Management Group sold out of Yext (YEXT) in Q2 2026, closing a stake of 84 shares — an estimated $323 sold.

Private Wealth Management Group first reported a position in YEXT in Q4 2023 and held it in 10 quarters. The position peaked at $2.73K in Q4 2023. 174 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

  • Private Wealth Management Group reported no remaining Yext position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 84 Yext shares in Q2 2026, an estimated $323.
  • Private Wealth Management Group first reported a position in Yext in Q4 2023 and held it in 10 quarters.
  • Private Wealth Management Group's Yext position peaked at $2.73K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.