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RAFFA WEALTH MANAGEMENT, LLC’s Yelp YELP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$5.86K Buy
239
+207
+647% +$5.16K ﹤0.01% 555
2026
Q1 		$792 Buy
32
+1
+3% +$25 ﹤0.01% 999
2025
Q4 		$942 Sell
31
-29
-48% -$894 ﹤0.01% 930
2025
Q3 		$1.87K Buy
+60
New +$1.97K ﹤0.01% 727
2015
Q3 		– Sell
-12
Closed -$516 – 852
2015
Q2 		$516 Hold
12
– – ﹤0.01% 705
2015
Q1 		$568 Buy
+12
New +$594 ﹤0.01% 651

Other funds holding YELP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's YELP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Yelp (YELP) stake by 647% in Q2 2026, buying an estimated $5.16K and bringing the position to 239 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in YELP in Q1 2015 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 239 shares of Yelp worth $5.86K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 207 Yelp shares in Q2 2026, an estimated $5.16K.
  • Yelp made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #555 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Yelp in Q1 2015 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.