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One Wealth Management Investment & Advisory Services’s iQIYI IQ Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,825
Closed -$43.1K – 54
2025
Q3 		$43.1K Hold
16,825
– – 0.05% 50
2025
Q2 		$29.8K Hold
16,825
– – 0.04% 48
2025
Q1 		$38K Sell
16,825
-175
-1% -$385 0.06% 46
2024
Q4 		$34.2K Sell
17,000
-8,000
-32% -$19K 0.05% 45
2024
Q3 		$71.5K Buy
+25,000
New +$72.6K 0.13% 44

Other funds holding IQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PAMI
Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's IQ Position: Q4 2025 in Review

One Wealth Management Investment & Advisory Services sold out of iQIYI (IQ) in Q4 2025, closing a stake of 16,825 shares — an estimated $43.1K sold.

One Wealth Management Investment & Advisory Services first reported a position in IQ in Q3 2024 and held it in 5 quarters. The position peaked at $71.5K in Q3 2024. 141 funds tracked by Wall St. Rank hold IQ as of Q4 2025.

  • One Wealth Management Investment & Advisory Services reported no remaining iQIYI position as of Q4 2025 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 16,825 iQIYI shares in Q4 2025, an estimated $43.1K.
  • One Wealth Management Investment & Advisory Services first reported a position in iQIYI in Q3 2024 and held it in 5 quarters.
  • One Wealth Management Investment & Advisory Services's iQIYI position peaked at $71.5K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held iQIYI as of Q4 2025.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q4 2025, filed 14 Jan 2026.