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Bell Investment Advisors’s New Oriental EDU Stock Holding History

Bell Investment 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 		$2.2K Buy
48
+19
+66% +$966 ﹤0.01% 1304
2026
Q1 		$1.64K Hold
29
– – ﹤0.01% 1387
2025
Q4 		$1.6K Hold
29
– – ﹤0.01% 1420
2025
Q3 		$1.54K Sell
29
-21
-42% -$1.04K ﹤0.01% 1422
2025
Q2 		$2.7K Sell
50
-20
-29% -$950 ﹤0.01% 1240
2025
Q1 		$3.35K Buy
70
+11
+19% +$565 ﹤0.01% 1095
2024
Q4 		$3.79K Buy
59
+9
+18% +$577 ﹤0.01% 1061
2024
Q3 		$3.79K Hold
50
– – ﹤0.01% 1079
2024
Q2 		$3.89K Hold
50
– – ﹤0.01% 1048
2024
Q1 		$4.34K Hold
50
– – ﹤0.01% 1002
2023
Q4 		$3.66K Sell
50
-4
-7% -$277 ﹤0.01% 1047
2023
Q3 		$3.16K Sell
54
-8
-13% -$420 ﹤0.01% 1056
2023
Q2 		$2.45K Sell
62
-22
-26% -$880 ﹤0.01% 1197
2023
Q1 		$3.24K Buy
84
+11
+15% +$444 ﹤0.01% 1000
2022
Q4 		$2.54K Buy
73
+21
+40% +$593 ﹤0.01% 1160
2022
Q3 		$1K Hold
52
– – ﹤0.01% 1387
2022
Q2 		$1K Buy
+52
New +$712 ﹤0.01% 1412
2021
Q4 		$1K Buy
+50
New +$1.08K ﹤0.01% 1415

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

Bell Investment Advisors's EDU Position: Q2 2026 in Review

Bell Investment Advisors increased its New Oriental (EDU) stake by 66% in Q2 2026, buying an estimated $966 and bringing the position to 48 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Bell Investment Advisors first reported a position in EDU in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.34K in Q1 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Bell Investment Advisors held 48 shares of New Oriental worth $2.2K as of Q2 2026.
  • Bell Investment Advisors bought 19 New Oriental shares in Q2 2026, an estimated $966.
  • New Oriental made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1304 holding.
  • Bell Investment Advisors first reported a position in New Oriental in Q4 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's New Oriental position peaked at $4.34K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.