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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
Q2 		$5K Buy
109
+70
+179% +$3.56K ﹤0.01% 853
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 $2.44B 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

Financial Consulate's EDU Position: Q2 2026 in Review

Financial Consulate increased its New Oriental (EDU) stake by 179% in Q2 2026, buying an estimated $3.56K and bringing the position to 109 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Financial Consulate first reported a position in EDU in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Financial Consulate held 109 shares of New Oriental worth $5K as of Q2 2026.
  • Financial Consulate bought 70 New Oriental shares in Q2 2026, an estimated $3.56K.
  • New Oriental made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #853 holding.
  • Financial Consulate first reported a position in New Oriental in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.