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 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 $2.32B 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

Key Financial Inc's EDU Position: Q1 2026 in Review

Key Financial Inc held its New Oriental (EDU) position steady in Q1 2026 at 16 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Key Financial Inc first reported a position in EDU in Q3 2021 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Key Financial Inc held 16 shares of New Oriental worth $906 as of Q1 2026.
Key Financial Inc left its New Oriental share count unchanged in Q1 2026.
New Oriental made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1258 holding.
Key Financial Inc first reported a position in New Oriental in Q3 2021 and has held it in 7 quarters since.
178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.