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Summit Securities Group’s iQIYI IQ Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-1,934
Closed -$4.37K – 1247
2025
Q1 		$4.37K Sell
1,934
-7,246
-79% -$15.9K ﹤0.01% 616
2024
Q4 		$18.5K Buy
+9,180
New +$21.8K ﹤0.01% 394
2024
Q1 		– Sell
-2,682
Closed -$13K – 684
2023
Q4 		$13K Buy
+2,682
New +$12.7K ﹤0.01% 504

Other funds holding IQ

KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TC
Triata Capital Hong Kong $588M AUM 8.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Securities Group's IQ Position: Q2 2025 in Review

Summit Securities Group sold out of iQIYI (IQ) in Q2 2025, closing a stake of 1,934 shares — an estimated $4.37K sold.

Summit Securities Group first reported a position in IQ in Q4 2023 and held it in 3 quarters. The position peaked at $18.5K in Q4 2024. 137 funds tracked by Wall St. Rank hold IQ as of Q2 2025.

  • Summit Securities Group reported no remaining iQIYI position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,934 iQIYI shares in Q2 2025, an estimated $4.37K.
  • Summit Securities Group first reported a position in iQIYI in Q4 2023 and held it in 3 quarters.
  • Summit Securities Group's iQIYI position peaked at $18.5K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held iQIYI as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.