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Stratos Wealth Advisors’s Yelp YELP Stock Holding History

Stratos Wealth Advisors’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
-94,461
Closed -$2.87M – 690
2025
Q4 		$2.87M Buy
94,461
+23,722
+34% +$731K 0.14% 163
2025
Q3 		$2.21M Buy
+70,739
New +$2.32M 0.11% 204

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Stratos Wealth Advisors's YELP Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Yelp (YELP) in Q1 2026, closing a stake of 94,461 shares — an estimated $2.87M sold.

Stratos Wealth Advisors first reported a position in YELP in Q3 2025 and held it in 2 quarters. The position peaked at $2.87M in Q4 2025. 308 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Yelp position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 94,461 Yelp shares in Q1 2026, an estimated $2.87M.
  • Stratos Wealth Advisors first reported a position in Yelp in Q3 2025 and held it in 2 quarters.
  • Stratos Wealth Advisors's Yelp position peaked at $2.87M in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.