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Spire Wealth Management’s Yelp YELP Stock Holding History

Spire 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
Q1 		– Sell
-19
Closed -$577 – 2422
2025
Q4 		$577 Sell
19
-57
-75% -$1.76K ﹤0.01% 2273
2025
Q3 		$2.37K Hold
76
– – ﹤0.01% 2126
2025
Q2 		$2.6K Buy
76
+5
+7% +$181 ﹤0.01% 2121
2025
Q1 		$2.63K Buy
+71
New +$2.67K ﹤0.01% 2219
2023
Q2 		– Sell
-42
Closed -$1.29K – 2547
2023
Q1 		$1.29K Sell
42
-8
-16% -$241 ﹤0.01% 2357
2022
Q4 		$1K Buy
+50
New +$1.59K ﹤0.01% 2270

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Spire Wealth Management's YELP Position: Q1 2026 in Review

Spire Wealth Management sold out of Yelp (YELP) in Q1 2026, closing a stake of 19 shares — an estimated $577 sold.

Spire Wealth Management first reported a position in YELP in Q4 2022 and held it in 6 quarters. The position peaked at $2.63K in Q1 2025. 308 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Spire Wealth Management reported no remaining Yelp position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 19 Yelp shares in Q1 2026, an estimated $577.
  • Spire Wealth Management first reported a position in Yelp in Q4 2022 and held it in 6 quarters.
  • Spire Wealth Management's Yelp position peaked at $2.63K in Q1 2025.
  • 308 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.