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Root Financial Partners’s Yelp YELP Stock Holding History

Root Financial Partners’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
-114
Closed -$2.82K – 3241
2026
Q1 		$2.82K Buy
114
+6
+6% +$152 ﹤0.01% 2175
2025
Q4 		$3.28K Sell
108
-49
-31% -$1.51K ﹤0.01% 1881
2025
Q3 		$4.9K Buy
+157
New +$5.15K ﹤0.01% 1735

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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 $123B AUM 45.23% 1-Year Est. Return

Root Financial Partners's YELP Position: Q2 2026 in Review

Root Financial Partners sold out of Yelp (YELP) in Q2 2026, closing a stake of 114 shares — an estimated $2.82K sold.

Root Financial Partners first reported a position in YELP in Q3 2025 and held it in 3 quarters. The position peaked at $4.9K in Q3 2025. 293 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Root Financial Partners reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 114 Yelp shares in Q2 2026, an estimated $2.82K.
  • Root Financial Partners first reported a position in Yelp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Yelp position peaked at $4.9K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.