Global Retirement Partners’s New Oriental EDU Stock Holding History

Global Retirement Partners’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	$60.5K	Buy	+1,317	New	+$66.9K	﹤0.01%	2389
2025 Q4	$452	Sell	8 -12	-60%	-$658	﹤0.01%	4013
2025 Q3	$1.06K	Hold	20	–	–	﹤0.01%	3512
2025 Q2	$1.08K	Buy	+20	New	+$950	﹤0.01%	3426
2024 Q1	–	Sell	-15	Closed	-$1.14K	–	3411
2023 Q4	$1.14K	Buy	+15	New	+$1.04K	﹤0.01%	2855
2021 Q3	–	Sell	-28	Closed	-$2K	–	2005
2021 Q2	$2K	Buy	28 +10	+56%	+$1.21K	﹤0.01%	1724
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	1577
2020 Q4	$3K	Sell	18 -3	-14%	-$505	﹤0.01%	1529
2020 Q3	$3K	Hold	21	–	–	﹤0.01%	1415
2020 Q2	$3K	Sell	21 -6	-22%	-$731	﹤0.01%	1382
2020 Q1	$3K	Buy	27 +3	+13%	+$385	﹤0.01%	1323
2019 Q4	$3K	Sell	24 -5	-17%	-$598	﹤0.01%	1412
2019 Q3	$3K	Buy	+29	New	+$3.04K	﹤0.01%	1384

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

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 New York $74.1B AUM 71.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Global Retirement Partners's EDU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in New Oriental (EDU) in Q2 2026: 1,317 shares worth $60.5K. The stake represents ﹤0.01% of the portfolio and ranks #2389 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EDU as recently as Q4 2025.

Global Retirement Partners first reported a position in EDU in Q3 2019 and has held it in 13 quarters since. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Global Retirement Partners held 1,317 shares of New Oriental worth $60.5K as of Q2 2026.
New Oriental was a new Global Retirement Partners position in Q2 2026.
New Oriental made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2389 holding.
Global Retirement Partners first reported a position in New Oriental in Q3 2019 and has held it in 13 quarters since.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.