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Golden State Wealth Management’s New Oriental EDU Stock Holding History

Golden State Wealth Management’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 		$735 Hold
16
– – ﹤0.01% 1507
2026
Q1 		$906 Hold
16
– – ﹤0.01% 1461
2025
Q4 		$880 Sell
16
-12
-43% -$658 ﹤0.01% 1531
2025
Q3 		$1.49K Hold
28
– – ﹤0.01% 1443
2025
Q2 		$1.51K Buy
28
+12
+75% +$570 ﹤0.01% 1387
2025
Q1 		$765 Hold
16
– – ﹤0.01% 1455
2024
Q4 		$1.03K Buy
+16
New +$1.02K ﹤0.01% 1353

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

Golden State Wealth Management's EDU Position: Q2 2026 in Review

Golden State Wealth Management held its New Oriental (EDU) position steady in Q2 2026 at 16 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Golden State Wealth Management first reported a position in EDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51K in Q2 2025. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Golden State Wealth Management held 16 shares of New Oriental worth $735 as of Q2 2026.
  • Golden State Wealth Management left its New Oriental share count unchanged in Q2 2026.
  • New Oriental made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1507 holding.
  • Golden State Wealth Management first reported a position in New Oriental in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's New Oriental position peaked at $1.51K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.