Key Financial Inc’s New Oriental EDU Stock Holding History

Key Financial Inc’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%	1235
2026 Q1	$906	Hold	16	–	–	﹤0.01%	1258
2025 Q4	$880	Hold	16	–	–	﹤0.01%	1271
2025 Q3	$852	Hold	16	–	–	﹤0.01%	1288
2025 Q2	$863	Buy	+16	New	+$760	﹤0.01%	1286
2022 Q2	–	Sell	-16	Closed	–	–	1108
2022 Q1	$0	Hold	16	–	–	﹤0.01%	1072
2021 Q4	$0	Hold	16	–	–	﹤0.01%	961
2021 Q3	$0	Buy	+16	New	+$508	﹤0.01%	918

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

Key Financial Inc's EDU Position: Q2 2026 in Review

Key Financial Inc 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 #1235.

Key Financial Inc first reported a position in EDU in Q3 2021 and has held it in 8 quarters since. The position peaked at $906 in Q1 2026. 168 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Key Financial Inc held 16 shares of New Oriental worth $735 as of Q2 2026.
Key Financial Inc left its New Oriental share count unchanged in Q2 2026.
New Oriental made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1235 holding.
Key Financial Inc first reported a position in New Oriental in Q3 2021 and has held it in 8 quarters since.
Key Financial Inc's New Oriental position peaked at $906 in Q1 2026.
168 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.