Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s New Oriental EDU Stock Holding History

Carson Wealth (CWM LLC)’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 		$17.7K Hold
313
– – ﹤0.01% 4486
2025
Q4 		$17K Sell
313
-80
-20% -$4.39K ﹤0.01% 4254
2025
Q3 		$21K Sell
393
-2
-0.5% -$99 ﹤0.01% 4087
2025
Q2 		$21K Buy
395
+34
+9% +$1.61K ﹤0.01% 3869
2025
Q1 		$17K Sell
361
-91
-20% -$4.68K ﹤0.01% 3793
2024
Q4 		$29K Buy
452
+5
+1% +$320 ﹤0.01% 3191
2024
Q3 		$34K Sell
447
-77
-15% -$5.27K ﹤0.01% 2988
2024
Q2 		$41K Buy
524
+15
+3% +$1.22K ﹤0.01% 2603
2024
Q1 		$44K Buy
509
+77
+18% +$6.54K ﹤0.01% 2373
2023
Q4 		$32K Sell
432
-47
-10% -$3.26K ﹤0.01% 2465
2023
Q3 		$28K Buy
479
+55
+13% +$2.88K ﹤0.01% 2451
2023
Q2 		$17K Buy
424
+47
+12% +$1.88K ﹤0.01% 2741
2023
Q1 		$15K Buy
377
+24
+7% +$970 ﹤0.01% 2684
2022
Q4 		$12K Sell
353
-32
-8% -$904 ﹤0.01% 2688
2022
Q3 		$9K Sell
385
-14
-4% -$348 ﹤0.01% 2740
2022
Q2 		$8K Buy
399
+387
+3,225% +$5.3K ﹤0.01% 2694
2022
Q1 		$0 Sell
12
-264
-96% -$3.84K ﹤0.01% 3600
2021
Q4 		$6K Buy
+276
New +$5.96K ﹤0.01% 2620
2021
Q2 		$15K Hold
189
– – ﹤0.01% 1918
2021
Q1 		$15K Sell
189
-1,700
-90% -$297K ﹤0.01% 1918
2020
Q4 		$15K Hold
1,889
– – ﹤0.01% 1918
2020
Q3 		$15K Hold
1,889
– – ﹤0.01% 1918
2020
Q2 		$15K Hold
1,889
– – ﹤0.01% 1918
2020
Q1 		$15K Hold
1,889
– – ﹤0.01% 1918
2019
Q4 		$15K Hold
1,889
– – ﹤0.01% 1918
2019
Q3 		$15K Hold
1,889
– – ﹤0.01% 1918
2019
Q2 		$15K Hold
1,889
– – ﹤0.01% 1918
2019
Q1 		$15K Buy
+1,889
New +$142K ﹤0.01% 1918
2018
Q3 		– Sell
-31
Closed -$3K – 1869
2018
Q2 		$3K Sell
31
-116
-79% -$11.1K ﹤0.01% 1285
2018
Q1 		$13K Buy
147
+116
+374% +$10.8K ﹤0.01% 791
2017
Q4 		$3K Buy
+31
New +$2.75K ﹤0.01% 1191

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 $6.9B AUM 28.37% 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 $1.9T AUM 41.92% 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

Carson Wealth (CWM LLC)'s EDU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its New Oriental (EDU) position steady in Q1 2026 at 313 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4486.

Carson Wealth (CWM LLC) first reported a position in EDU in Q4 2017 and has held it in 31 quarters since. The position peaked at $44K in Q1 2024. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 313 shares of New Oriental worth $17.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its New Oriental share count unchanged in Q1 2026.
  • New Oriental made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4486 holding.
  • Carson Wealth (CWM LLC) first reported a position in New Oriental in Q4 2017 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s New Oriental position peaked at $44K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.