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Basecamp Wealth Advisors’s New Oriental EDU Stock Holding History

Basecamp Wealth Advisors’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 		$43.8K Sell
955
-21
-2% -$1.07K 0.01% 573
2026
Q1 		$55.3K Hold
976
– – 0.01% 510
2025
Q4 		$53.7K Buy
+976
New +$53.5K 0.01% 510

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
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
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
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Basecamp Wealth Advisors's EDU Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its New Oriental (EDU) stake by 2.2% in Q2 2026, selling an estimated $1.07K and leaving 955 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #573.

Basecamp Wealth Advisors first reported a position in EDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.3K in Q1 2026. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Basecamp Wealth Advisors held 955 shares of New Oriental worth $43.8K as of Q2 2026.
  • Basecamp Wealth Advisors sold 21 New Oriental shares in Q2 2026, an estimated $1.07K.
  • New Oriental made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #573 holding.
  • Basecamp Wealth Advisors first reported a position in New Oriental in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's New Oriental position peaked at $55.3K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.