Wealth Preservation Advisors’s Yelp YELP Stock Holding History

Wealth Preservation 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 Q2	–	Sell	-96	Closed	-$2.38K	–	961
2026 Q1	$2.38K	Buy	+96	New	+$2.43K	﹤0.01%	576

Other funds holding YELP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Wealth Preservation Advisors's YELP Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Yelp (YELP) in Q2 2026, closing a stake of 96 shares — an estimated $2.38K sold.

Wealth Preservation Advisors first reported a position in YELP in Q1 2026 and held it in 1 quarter. The position peaked at $2.38K in Q1 2026. 293 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

Wealth Preservation Advisors reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 96 Yelp shares in Q2 2026, an estimated $2.38K.
Wealth Preservation Advisors first reported a position in Yelp in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Yelp position peaked at $2.38K in Q1 2026.
293 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.