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Farther Finance Advisors’s New Oriental EDU Stock Holding History

Farther Finance 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 		$24.5K Buy
533
+320
+150% +$16.3K ﹤0.01% 3820
2026
Q1 		$12.1K Buy
213
+116
+120% +$6.63K ﹤0.01% 3978
2025
Q4 		$5.34K Sell
97
-32
-25% -$1.75K ﹤0.01% 4275
2025
Q3 		$6.85K Buy
129
+3
+2% +$148 ﹤0.01% 3620
2025
Q2 		$6.8K Buy
126
+32
+34% +$1.52K ﹤0.01% 3246
2025
Q1 		$4.51K Sell
94
-20
-18% -$1.03K ﹤0.01% 3108
2024
Q4 		$7.32K Buy
114
+29
+34% +$1.86K ﹤0.01% 2501
2024
Q3 		$6.45K Buy
85
+20
+31% +$1.37K ﹤0.01% 2542
2024
Q2 		$5.13K Hold
65
– – ﹤0.01% 2389
2024
Q1 		$5.69K Sell
65
-4
-6% -$340 ﹤0.01% 2007
2023
Q4 		$5.06K Buy
69
+6
+10% +$416 ﹤0.01% 1961
2023
Q3 		$3.69K Buy
63
+3
+5% +$157 ﹤0.01% 1625
2023
Q2 		$2.37K Buy
+60
New +$2.4K ﹤0.01% 1693

Other funds holding EDU

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Farther Finance Advisors's EDU Position: Q2 2026 in Review

Farther Finance Advisors increased its New Oriental (EDU) stake by 150% in Q2 2026, buying an estimated $16.3K and bringing the position to 533 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3820.

Farther Finance Advisors first reported a position in EDU in Q2 2023 and has held it in 13 quarters since. 10 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Farther Finance Advisors held 533 shares of New Oriental worth $24.5K as of Q2 2026.
  • Farther Finance Advisors bought 320 New Oriental shares in Q2 2026, an estimated $16.3K.
  • New Oriental made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3820 holding.
  • Farther Finance Advisors first reported a position in New Oriental in Q2 2023 and has held it in 13 quarters since.
  • 10 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.