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True Wealth Design’s Yelp YELP Stock Holding History

True Wealth Design’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
Q2 		$3.12K Sell
127
-176
-58% -$4.38K ﹤0.01% 1525
2026
Q1 		$7.5K Buy
303
+101
+50% +$2.56K ﹤0.01% 1073
2025
Q4 		$6.14K Buy
202
+189
+1,454% +$5.83K ﹤0.01% 1008
2025
Q3 		$406 Sell
13
-23
-64% -$754 ﹤0.01% 2075
2025
Q2 		$1.23K Buy
36
+21
+140% +$759 ﹤0.01% 1386
2025
Q1 		$556 Buy
+15
New +$564 ﹤0.01% 1505

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $112B AUM 36.28% 1-Year Est. Return

True Wealth Design's YELP Position: Q2 2026 in Review

True Wealth Design reduced its Yelp (YELP) stake by 58% in Q2 2026, selling an estimated $4.38K and leaving 127 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

True Wealth Design first reported a position in YELP in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.5K in Q1 2026. 291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • True Wealth Design held 127 shares of Yelp worth $3.12K as of Q2 2026.
  • True Wealth Design sold 176 Yelp shares in Q2 2026, an estimated $4.38K.
  • Yelp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1525 holding.
  • True Wealth Design first reported a position in Yelp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Yelp position peaked at $7.5K in Q1 2026.
  • 291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.