Geode Capital Management
NESR

Geode Capital Management’s National Energy Services Reunited Corp NESR Stock Holding History

Geode Capital Management’s Portfolio NESR Stock Details NESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7M Buy
919,527
+78,220
+9% +$1.63M ﹤0.01% 1996
2025
Q4 		$13.2M Buy
841,307
+28,034
+3% +$368K ﹤0.01% 2265
2025
Q3 		$8.34M Sell
813,273
-1,936
-0.2% -$15.5K ﹤0.01% 2517
2025
Q2 		$4.91M Buy
815,209
+780,180
+2,227% +$4.84M ﹤0.01% 2738
2025
Q1 		$258K Buy
+35,029
New +$302K ﹤0.01% 3763
2023
Q2 		– Sell
-463,813
Closed -$2.44M – 4793
2023
Q1 		$2.44M Buy
463,813
+26,777
+6% +$177K ﹤0.01% 2946
2022
Q4 		$3.03M Buy
437,036
+12,958
+3% +$85.7K ﹤0.01% 2895
2022
Q3 		$2.52M Buy
424,078
+28,308
+7% +$190K ﹤0.01% 3002
2022
Q2 		$2.68M Buy
395,770
+9,325
+2% +$67.9K ﹤0.01% 3012
2022
Q1 		$3.25M Sell
386,445
-5,927
-2% -$56.4K ﹤0.01% 3021
2021
Q4 		$3.71M Buy
392,372
+5,905
+2% +$66K ﹤0.01% 3056
2021
Q3 		$4.84M Buy
386,467
+60,743
+19% +$739K ﹤0.01% 2930
2021
Q2 		$4.64M Buy
325,724
+71,469
+28% +$960K ﹤0.01% 2962
2021
Q1 		$3.15M Buy
254,255
+24,856
+11% +$292K ﹤0.01% 3023
2020
Q4 		$2.28M Sell
229,399
-8,765
-4% -$72.7K ﹤0.01% 3011
2020
Q3 		$1.52M Buy
238,164
+6,454
+3% +$45.7K ﹤0.01% 3024
2020
Q2 		$1.59M Buy
231,710
+249
+0.1% +$1.33K ﹤0.01% 2964
2020
Q1 		$1.18M Buy
231,461
+81,190
+54% +$590K ﹤0.01% 2946
2019
Q4 		$1.37M Buy
150,271
+23,406
+18% +$181K ﹤0.01% 3157
2019
Q3 		$847K Buy
126,865
+226
+0.2% +$1.76K ﹤0.01% 3282
2019
Q2 		$1.1M Buy
126,639
+110,121
+667% +$1.05M ﹤0.01% 3209
2019
Q1 		$172K Buy
16,518
+750
+5% +$6.63K ﹤0.01% 3770
2018
Q4 		$136K Buy
+15,768
New +$152K ﹤0.01% 3789

Other funds holding NESR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management's NESR Position: Q1 2026 in Review

Geode Capital Management increased its National Energy Services Reunited Corp (NESR) stake by 9.3% in Q1 2026, buying an estimated $1.63M and bringing the position to 919,527 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Geode Capital Management first reported a position in NESR in Q4 2018 and has held it in 23 quarters since. 188 funds tracked by Wall St. Rank hold NESR as of Q1 2026.

  • Geode Capital Management held 919,527 shares of National Energy Services Reunited Corp worth $19.7M as of Q1 2026.
  • Geode Capital Management bought 78,220 National Energy Services Reunited Corp shares in Q1 2026, an estimated $1.63M.
  • National Energy Services Reunited Corp made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1996 holding.
  • Geode Capital Management first reported a position in National Energy Services Reunited Corp in Q4 2018 and has held it in 23 quarters since.
  • 188 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.