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Meritage Portfolio Management’s Baidu BIDU Stock Holding History

Meritage Portfolio Management’s Portfolio BIDU Stock Details BIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$15.4M Sell
117,856
-2,347
-2% -$291K 1.02% 18
2025
Q3 		$15.8M Sell
120,203
-32,330
-21% -$3.2M 1.05% 13
2025
Q2 		$13.1M Buy
+152,533
New +$13.2M 0.83% 25

Other funds holding BIDU

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Meritage Portfolio Management's BIDU Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Baidu (BIDU) stake by 2% in Q4 2025, selling an estimated $291K and leaving 117,856 shares worth $15.4M. The position accounts for 1.02% of the portfolio, ranked #18.

Meritage Portfolio Management first reported a position in BIDU in Q2 2025 and has held it in 3 quarters since. The position peaked at $15.8M in Q3 2025. 522 funds tracked by Wall St. Rank hold BIDU as of Q4 2025.

  • Meritage Portfolio Management held 117,856 shares of Baidu worth $15.4M as of Q4 2025.
  • Meritage Portfolio Management sold 2,347 Baidu shares in Q4 2025, an estimated $291K.
  • Baidu made up 1.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #18 holding.
  • Meritage Portfolio Management first reported a position in Baidu in Q2 2025 and has held it in 3 quarters since.
  • Meritage Portfolio Management's Baidu position peaked at $15.8M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Baidu as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.