Financial Consulate’s New Oriental EDU Stock Holding History

Financial Consulate’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	$2.21K	Buy	39 +34	+680%	+$1.94K	﹤0.01%	954
2025 Q4	$276	Buy	+5	New	+$274	﹤0.01%	1289

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Consulate's EDU Position: Q1 2026 in Review

Financial Consulate increased its New Oriental (EDU) stake by 680% in Q1 2026, buying an estimated $1.94K and bringing the position to 39 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Financial Consulate first reported a position in EDU in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Financial Consulate held 39 shares of New Oriental worth $2.21K as of Q1 2026.
Financial Consulate bought 34 New Oriental shares in Q1 2026, an estimated $1.94K.
New Oriental made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #954 holding.
Financial Consulate first reported a position in New Oriental in Q4 2025 and has held it in 2 quarters since.
178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.