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Blue Trust Inc’s New Oriental EDU Stock Holding History

Blue Trust Inc’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 		$1.33K Sell
29
-16
-36% -$813 ﹤0.01% 2251
2026
Q1 		$2.55K Sell
45
-2
-4% -$114 ﹤0.01% 2095
2025
Q4 		$2.59K Sell
47
-3
-6% -$164 ﹤0.01% 2108
2025
Q3 		$2.65K Hold
50
– – ﹤0.01% 2108
2025
Q2 		$2.7K Sell
50
-197
-80% -$9.36K ﹤0.01% 2092
2025
Q1 		$11.8K Buy
247
+44
+22% +$2.26K ﹤0.01% 1823
2024
Q4 		$13K Sell
203
-1,849
-90% -$118K ﹤0.01% 1740
2024
Q3 		$160K Buy
2,052
+1,249
+156% +$85.5K ﹤0.01% 979
2024
Q2 		$69.7K Buy
803
+712
+782% +$58K ﹤0.01% 1121
2024
Q1 		$7.9K Sell
91
-1,055
-92% -$89.6K ﹤0.01% 1503
2023
Q4 		$68K Sell
1,146
-1,065
-48% -$73.9K ﹤0.01% 827
2023
Q3 		$88K Buy
2,211
+306
+16% +$16K ﹤0.01% 658
2023
Q2 		$74K Sell
1,905
-1,821
-49% -$72.8K ﹤0.01% 572
2023
Q1 		$129K Buy
3,726
+974
+35% +$39.4K ﹤0.01% 685
2022
Q4 		$66K Buy
2,752
+2,042
+288% +$57.7K ﹤0.01% 813
2022
Q3 		$14K Buy
+710
New +$17.6K ﹤0.01% 1224

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

Blue Trust Inc's EDU Position: Q2 2026 in Review

Blue Trust Inc reduced its New Oriental (EDU) stake by 36% in Q2 2026, selling an estimated $813 and leaving 29 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Blue Trust Inc first reported a position in EDU in Q3 2022 and has held it in 16 quarters since. The position peaked at $160K in Q3 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Blue Trust Inc held 29 shares of New Oriental worth $1.33K as of Q2 2026.
  • Blue Trust Inc sold 16 New Oriental shares in Q2 2026, an estimated $813.
  • New Oriental made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2251 holding.
  • Blue Trust Inc first reported a position in New Oriental in Q3 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's New Oriental position peaked at $160K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.