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
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 $2.32B AUM 8.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EverSource Wealth Advisors's EDU Position: Q1 2026 in Review

EverSource Wealth Advisors increased its New Oriental (EDU) stake by 107% in Q1 2026, buying an estimated $15.9K and bringing the position to 540 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

EverSource Wealth Advisors first reported a position in EDU in Q4 2021 and has held it in 16 quarters since. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • EverSource Wealth Advisors held 540 shares of New Oriental worth $30.6K as of Q1 2026.
  • EverSource Wealth Advisors bought 279 New Oriental shares in Q1 2026, an estimated $15.9K.
  • New Oriental made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2233 holding.
  • EverSource Wealth Advisors first reported a position in New Oriental in Q4 2021 and has held it in 16 quarters since.
  • 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.