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Stephens Consulting’s Yelp YELP Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-10
Closed -$371 – 2037
2025
Q1 		$371 Buy
+10
New +$376 ﹤0.01% 1197
2024
Q3 		– Sell
-51
Closed -$1.89K – 660
2024
Q2 		$1.89K Buy
+51
New +$1.95K ﹤0.01% 518
2022
Q1 		– Sell
-42
Closed -$1.52K – 701
2021
Q4 		$1.52K Buy
+42
New +$1.58K ﹤0.01% 644

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Stephens Consulting's YELP Position: Q2 2025 in Review

Stephens Consulting sold out of Yelp (YELP) in Q2 2025, closing a stake of 10 shares — an estimated $371 sold.

Stephens Consulting first reported a position in YELP in Q4 2021 and held it in 3 quarters. The position peaked at $1.89K in Q2 2024. 333 funds tracked by Wall St. Rank hold YELP as of Q2 2025.

  • Stephens Consulting reported no remaining Yelp position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 Yelp shares in Q2 2025, an estimated $371.
  • Stephens Consulting first reported a position in Yelp in Q4 2021 and held it in 3 quarters.
  • Stephens Consulting's Yelp position peaked at $1.89K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Yelp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.