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Collaborative Fund Advisors’s New Oriental EDU Stock Holding History

Collaborative Fund 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 		$496K Sell
10,811
-8,728
-45% -$444K 0.29% 101
2026
Q1 		$1.11M Buy
+19,539
New +$1.12M 0.68% 48

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

Collaborative Fund Advisors's EDU Position: Q2 2026 in Review

Collaborative Fund Advisors reduced its New Oriental (EDU) stake by 45% in Q2 2026, selling an estimated $444K and leaving 10,811 shares worth $496K. The position accounts for 0.29% of the portfolio, ranked #101.

Collaborative Fund Advisors first reported a position in EDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.11M in Q1 2026. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Collaborative Fund Advisors held 10,811 shares of New Oriental worth $496K as of Q2 2026.
  • Collaborative Fund Advisors sold 8,728 New Oriental shares in Q2 2026, an estimated $444K.
  • New Oriental made up 0.29% of Collaborative Fund Advisors's portfolio in Q2 2026, its #101 holding.
  • Collaborative Fund Advisors first reported a position in New Oriental in Q1 2026 and has held it in 2 quarters since.
  • Collaborative Fund Advisors's New Oriental position peaked at $1.11M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.