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Summit Wealth Group (Colorado)’s Yelp YELP Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-7,654
Closed -$666K – 662
2025
Q3 		$666K Buy
+7,654
New +$251K 0.07% 226

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Summit Wealth Group (Colorado)'s YELP Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Yelp (YELP) in Q4 2025, closing a stake of 7,654 shares — an estimated $666K sold.

Summit Wealth Group (Colorado) first reported a position in YELP in Q3 2025 and held it in 1 quarter. The position peaked at $666K in Q3 2025. 316 funds tracked by Wall St. Rank hold YELP as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Yelp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 7,654 Yelp shares in Q4 2025, an estimated $666K.
  • Summit Wealth Group (Colorado) first reported a position in Yelp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Yelp position peaked at $666K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Yelp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.