SageView Advisory Group’s Yelp YELP Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-462	Closed	-$14K	–	2477
2025 Q4	$14K	Buy	+462	New	+$14.2K	﹤0.01%	1589

Other funds holding YELP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

SageView Advisory Group's YELP Position: Q1 2026 in Review

SageView Advisory Group sold out of Yelp (YELP) in Q1 2026, closing a stake of 462 shares — an estimated $14K sold.

SageView Advisory Group first reported a position in YELP in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 309 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

SageView Advisory Group reported no remaining Yelp position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 462 Yelp shares in Q1 2026, an estimated $14K.
SageView Advisory Group first reported a position in Yelp in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Yelp position peaked at $14K in Q4 2025.
309 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.