Steward Partners Investment Advisory’s Yelp YELP Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-49	Closed	-$1.68K	–	4407
2025 Q2	$1.68K	Hold	49	–	–	﹤0.01%	3773
2025 Q1	$1.81K	Hold	49	–	–	﹤0.01%	3662
2024 Q4	$1.9K	Buy	+49	New	+$1.79K	﹤0.01%	3646
2021 Q1	–	Sell	-49	Closed	-$2K	–	3509
2020 Q4	$2K	Buy	+49	New	+$1.29K	﹤0.01%	2741
2020 Q1	–	Sell	-3,060	Closed	-$106K	–	2725
2019 Q4	$106K	Hold	3,060	–	–	﹤0.01%	1116
2019 Q3	$106K	Buy	3,060 +752	+33%	+$26K	﹤0.01%	1063
2019 Q2	$78K	Buy	+2,308	New	+$79.8K	﹤0.01%	1161
2019 Q1	–	Sell	-5,897	Closed	-$206K	–	842
2018 Q4	$206K	Buy	5,897 +1,946	+49%	+$74.4K	0.01%	706
2018 Q3	$194K	Buy	+3,951	New	+$173K	0.01%	732
2017 Q3	–	Sell	-60	Closed	-$1K	–	1776
2017 Q2	$1K	Buy	60 +41	+216%	+$1.28K	﹤0.01%	1561
2017 Q1	$0	Buy	+19	New	+$705	﹤0.01%	1572

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's YELP Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Yelp (YELP) in Q3 2025, closing a stake of 49 shares — an estimated $1.68K sold.

Steward Partners Investment Advisory first reported a position in YELP in Q1 2017 and held it in 11 quarters. The position peaked at $206K in Q4 2018. 311 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 49 Yelp shares in Q3 2025, an estimated $1.68K.
Steward Partners Investment Advisory first reported a position in Yelp in Q1 2017 and held it in 11 quarters.
Steward Partners Investment Advisory's Yelp position peaked at $206K in Q4 2018.
311 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.