AWM
EDU icon

Abound Wealth Management’s New Oriental EDU Stock Holding History

Abound Wealth Management’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$166 – 1524
2025
Q4 		$166 Hold
3
– – ﹤0.01% 1253
2025
Q3 		$160 Hold
3
– – ﹤0.01% 1200
2025
Q2 		$162 Hold
3
– – ﹤0.01% 1117
2025
Q1 		$144 Hold
3
– – ﹤0.01% 1108
2024
Q4 		$193 Hold
3
– – ﹤0.01% 1086
2024
Q3 		$228 Hold
3
– – ﹤0.01% 1086
2024
Q2 		$234 Hold
3
– – ﹤0.01% 1065
2024
Q1 		$261 Hold
3
– – ﹤0.01% 1190
2023
Q4 		$220 Sell
3
-3
-50% -$208 ﹤0.01% 1262
2023
Q3 		$352 Hold
6
– – ﹤0.01% 944
2023
Q2 		$237 Buy
+6
New +$240 ﹤0.01% 1122

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Abound Wealth Management's EDU Position: Q1 2026 in Review

Abound Wealth Management sold out of New Oriental (EDU) in Q1 2026, closing a stake of 3 shares — an estimated $166 sold.

Abound Wealth Management first reported a position in EDU in Q2 2023 and held it in 11 quarters. The position peaked at $352 in Q3 2023. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Abound Wealth Management reported no remaining New Oriental position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 New Oriental shares in Q1 2026, an estimated $166.
  • Abound Wealth Management first reported a position in New Oriental in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's New Oriental position peaked at $352 in Q3 2023.
  • 179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.