Allworth Financial’s New Oriental EDU Stock Holding History

Allworth Financial’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 Q2	$2.16K	Hold	47	–	–	﹤0.01%	4484
2026 Q1	$2.66K	Hold	47	–	–	﹤0.01%	4252
2025 Q4	$2.59K	Hold	47	–	–	﹤0.01%	4019
2025 Q3	$2.5K	Hold	47	–	–	﹤0.01%	3906
2025 Q2	$2.54K	Hold	47	–	–	﹤0.01%	3598
2025 Q1	$2.17K	Hold	47	–	–	﹤0.01%	3183
2024 Q4	$2.17K	Hold	47	–	–	﹤0.01%	3130
2024 Q3	$3.56K	Hold	47	–	–	﹤0.01%	2715
2024 Q2	$3.48K	Hold	47	–	–	﹤0.01%	2680
2024 Q1	$4.08K	Hold	47	–	–	﹤0.01%	2489
2023 Q4	$3.44K	Hold	47	–	–	﹤0.01%	2437
2023 Q3	$2.75K	Hold	47	–	–	﹤0.01%	2386
2023 Q2	$1.86K	Hold	47	–	–	﹤0.01%	2517
2023 Q1	$1.81K	Hold	47	–	–	﹤0.01%	2444
2022 Q4	$1.64K	Hold	47	–	–	﹤0.01%	2311
2022 Q3	$1K	Buy	47 +18	+62%	+$447	﹤0.01%	2358
2022 Q2	$1K	Buy	+29	New	+$397	﹤0.01%	2133
2021 Q1	–	Sell	-13	Closed	-$2K	–	1518
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	1141
2020 Q3	$2K	Buy	+13	New	+$1.88K	﹤0.01%	979

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Allworth Financial's EDU Position: Q2 2026 in Review

Allworth Financial held its New Oriental (EDU) position steady in Q2 2026 at 47 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4484.

Allworth Financial first reported a position in EDU in Q3 2020 and has held it in 19 quarters since. The position peaked at $4.08K in Q1 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Allworth Financial held 47 shares of New Oriental worth $2.16K as of Q2 2026.
Allworth Financial left its New Oriental share count unchanged in Q2 2026.
New Oriental made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4484 holding.
Allworth Financial first reported a position in New Oriental in Q3 2020 and has held it in 19 quarters since.
Allworth Financial's New Oriental position peaked at $4.08K in Q1 2024.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.