RWS
YELP icon

Retirement Wealth Solutions’s Yelp YELP Stock Holding History

Retirement Wealth Solutions’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
Q3 		– Sell
-70
Closed -$1.72K – 932
2026
Q2 		$1.72K Buy
70
+30
+75% +$747 ﹤0.01% 552
2026
Q1 		$990 Buy
40
+23
+135% +$582 ﹤0.01% 637
2025
Q4 		$517 Hold
17
– – ﹤0.01% 674
2025
Q3 		$531 Buy
+17
New +$557 ﹤0.01% 690

Other funds holding YELP

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Retirement Wealth Solutions's YELP Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of Yelp (YELP) in Q3 2026, closing a stake of 70 shares — an estimated $1.72K sold.

Retirement Wealth Solutions first reported a position in YELP in Q3 2025 and held it in 4 quarters. The position peaked at $1.72K in Q2 2026. 7 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

  • Retirement Wealth Solutions reported no remaining Yelp position as of Q3 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 70 Yelp shares in Q3 2026, an estimated $1.72K.
  • Retirement Wealth Solutions first reported a position in Yelp in Q3 2025 and held it in 4 quarters.
  • Retirement Wealth Solutions's Yelp position peaked at $1.72K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.