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Wealthspire Advisors (New York)’s iQIYI IQ Stock Holding History

Wealthspire Advisors (New York)’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
-114
Closed -$292 – 1950
2025
Q3 		$292 Buy
+114
New +$252 ﹤0.01% 2896

Other funds holding IQ

T. Rowe Price Associates
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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

Wealthspire Advisors (New York)'s IQ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iQIYI (IQ) in Q4 2025, closing a stake of 114 shares — an estimated $292 sold.

Wealthspire Advisors (New York) first reported a position in IQ in Q3 2025 and held it in 1 quarter. The position peaked at $292 in Q3 2025. 141 funds tracked by Wall St. Rank hold IQ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iQIYI position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 114 iQIYI shares in Q4 2025, an estimated $292.
  • Wealthspire Advisors (New York) first reported a position in iQIYI in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iQIYI position peaked at $292 in Q3 2025.
  • 141 funds tracked by Wall St. Rank held iQIYI as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.