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Rialto Wealth Management’s Yelp YELP Stock Holding History

Rialto Wealth Management’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 		– Sell
-20
Closed -$495 – 2007
2026
Q1 		$495 Buy
20
+16
+400% +$405 ﹤0.01% 1396
2025
Q4 		$122 Sell
4
-2
-33% -$62 ﹤0.01% 1606
2025
Q3 		$188 Buy
6
+4
+200% +$131 ﹤0.01% 1503
2025
Q2 		$69 Buy
+2
New +$72 ﹤0.01% 1590

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's YELP Position: Q2 2026 in Review

Rialto Wealth Management sold out of Yelp (YELP) in Q2 2026, closing a stake of 20 shares — an estimated $495 sold.

Rialto Wealth Management first reported a position in YELP in Q2 2025 and held it in 4 quarters. The position peaked at $495 in Q1 2026. 293 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Rialto Wealth Management reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 20 Yelp shares in Q2 2026, an estimated $495.
  • Rialto Wealth Management first reported a position in Yelp in Q2 2025 and held it in 4 quarters.
  • Rialto Wealth Management's Yelp position peaked at $495 in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.