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Whipplewood Advisors’s Yelp YELP Stock Holding History

Whipplewood 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
-21
Closed -$520 – 1043
2026
Q1 		$520 Buy
+21
New +$532 ﹤0.01% 978
2025
Q3 		– Sell
-21
Closed -$720 – 1177
2025
Q2 		$720 Sell
21
-105
-83% -$3.79K ﹤0.01% 1069
2025
Q1 		$778 Buy
126
+105
+500% +$3.95K ﹤0.01% 1073
2024
Q4 		$813 Buy
+21
New +$766 ﹤0.01% 1050

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

Whipplewood Advisors's YELP Position: Q2 2026 in Review

Whipplewood Advisors sold out of Yelp (YELP) in Q2 2026, closing a stake of 21 shares — an estimated $520 sold.

Whipplewood Advisors first reported a position in YELP in Q4 2024 and held it in 4 quarters. The position peaked at $813 in Q4 2024. 291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Whipplewood Advisors reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 21 Yelp shares in Q2 2026, an estimated $520.
  • Whipplewood Advisors first reported a position in Yelp in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Yelp position peaked at $813 in Q4 2024.
  • 291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.