EWA
EDU icon

EverSource Wealth Advisors’s New Oriental EDU Stock Holding History

EverSource 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 		$15K Sell
326
-214
-40% -$10.9K ﹤0.01% 2648
2026
Q1 		$30.6K Buy
540
+279
+107% +$15.9K ﹤0.01% 2233
2025
Q4 		$14.4K Buy
261
+38
+17% +$2.08K ﹤0.01% 2600
2025
Q3 		$11.8K Sell
223
-90
-29% -$4.44K ﹤0.01% 2725
2025
Q2 		$16.9K Buy
313
+203
+185% +$9.64K ﹤0.01% 2430
2025
Q1 		$5.26K Sell
110
-36
-25% -$1.85K ﹤0.01% 2466
2024
Q4 		$9.37K Sell
146
-33
-18% -$2.12K ﹤0.01% 2031
2024
Q3 		$13.6K Buy
179
+63
+54% +$4.32K ﹤0.01% 1700
2024
Q2 		$7.29K Buy
116
+82
+241% +$6.68K ﹤0.01% 2040
2024
Q1 		$2.62K Buy
34
+7
+26% +$594 ﹤0.01% 2303
2023
Q4 		$1.98K Hold
27
– – ﹤0.01% 2171
2023
Q3 		$1.58K Sell
27
-29
-52% -$1.52K ﹤0.01% 2083
2023
Q2 		$2.21K Buy
56
+12
+27% +$480 ﹤0.01% 1997
2023
Q1 		$1.7K Buy
44
+12
+38% +$485 ﹤0.01% 1984
2022
Q4 		$1.11K Sell
32
-503
-94% -$14.2K ﹤0.01% 2056
2022
Q3 		$13K Buy
+535
New +$13.3K ﹤0.01% 1039
2022
Q1 		– Sell
-90
Closed -$2K – 1748
2021
Q4 		$2K Buy
+90
New +$1.94K ﹤0.01% 1532

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

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

EverSource Wealth Advisors reduced its New Oriental (EDU) stake by 40% in Q2 2026, selling an estimated $10.9K and leaving 326 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

EverSource Wealth Advisors first reported a position in EDU in Q4 2021 and has held it in 17 quarters since. The position peaked at $30.6K in Q1 2026. 168 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • EverSource Wealth Advisors held 326 shares of New Oriental worth $15K as of Q2 2026.
  • EverSource Wealth Advisors sold 214 New Oriental shares in Q2 2026, an estimated $10.9K.
  • New Oriental made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2648 holding.
  • EverSource Wealth Advisors first reported a position in New Oriental in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's New Oriental position peaked at $30.6K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.