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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
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

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 $112B AUM 36.28% 1-Year Est. Return

Retirement Wealth Solutions's YELP Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Yelp (YELP) stake by 75% in Q2 2026, buying an estimated $747 and bringing the position to 70 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Retirement Wealth Solutions first reported a position in YELP in Q3 2025 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Retirement Wealth Solutions held 70 shares of Yelp worth $1.72K as of Q2 2026.
  • Retirement Wealth Solutions bought 30 Yelp shares in Q2 2026, an estimated $747.
  • Yelp made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #552 holding.
  • Retirement Wealth Solutions first reported a position in Yelp in Q3 2025 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.