Laird Norton Wetherby Wealth Management’s New Oriental EDU Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$688K	Sell	12,965 -33	-0.3%	-$1.63K	0.03%	475
2025 Q2	$701K	Buy	+12,998	New	+$617K	0.03%	469
2024 Q4	$846K	Sell	13,176 -610	-4%	-$39.1K	0.04%	374
2024 Q3	$1.05M	Sell	13,786 -147	-1%	-$10.1K	0.05%	344
2024 Q2	$1.08M	Sell	13,933 -63	-0.5%	-$5.13K	0.05%	332
2024 Q1	$1.22M	Hold	13,996	–	–	0.06%	319
2023 Q4	$1.03M	Sell	13,996 -127	-0.9%	-$8.81K	0.05%	349
2023 Q3	$827K	Sell	14,123 -827	-6%	-$43.4K	0.05%	374
2023 Q2	$590K	Hold	14,950	–	–	0.03%	477
2023 Q1	$577K	Buy	14,950 +13	+0.1%	+$525	0.03%	485
2022 Q4	$520K	Sell	14,937 -292	-2%	-$8.25K	0.03%	504
2022 Q3	$365K	Buy	15,229 +4,530	+42%	+$113K	0.03%	590
2022 Q2	$218K	Buy	+10,699	New	+$147K	0.01%	791
2022 Q1	–	Sell	-5,424	Closed	-$114K	–	937
2021 Q4	$114K	Buy	5,424 +2,807	+107%	+$60.6K	0.01%	902
2021 Q3	$54K	Sell	2,617 -2,274	-46%	-$72.2K	﹤0.01%	925
2021 Q2	$401K	Buy	4,891 +29	+0.6%	+$3.52K	0.02%	595
2021 Q1	$680K	Sell	4,862 -6	-0.1%	-$1.05K	0.05%	353
2020 Q4	$905K	Buy	4,868 +114	+2%	+$19.2K	0.06%	295
2020 Q3	$710K	Buy	4,754 +86	+2%	+$12.4K	0.06%	298
2020 Q2	$608K	Buy	4,668 +416	+10%	+$50.7K	0.06%	317
2020 Q1	$460K	Buy	4,252 +56	+1%	+$7.19K	0.05%	340
2019 Q4	$509K	Sell	4,196 -58	-1%	-$6.93K	0.05%	403
2019 Q3	$471K	Buy	4,254 +195	+5%	+$20.4K	0.05%	419
2019 Q2	$392K	Buy	4,059 +183	+5%	+$16.4K	0.04%	460
2019 Q1	$349K	Buy	+3,876	New	+$292K	0.04%	463
2018 Q4	–	Sell	-3,516	Closed	-$260K	–	654
2018 Q3	$260K	Buy	3,516 +142	+4%	+$11.8K	0.03%	545
2018 Q2	$319K	Sell	3,374 -46	-1%	-$4.4K	0.04%	457
2018 Q1	$300K	Buy	3,420 +46	+1%	+$4.28K	0.04%	481
2017 Q4	$317K	Buy	3,374 +22	+0.7%	+$1.95K	0.04%	459
2017 Q3	$296K	Buy	3,352 +138	+4%	+$11.2K	0.04%	461
2017 Q2	$227K	Buy	+3,214	New	+$221K	0.04%	500

Other funds holding EDU

FBIL

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

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EDU Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its New Oriental (EDU) stake by 0.25% in Q3 2025, selling an estimated $1.63K and leaving 12,965 shares worth $688K. The position accounts for 0.03% of the portfolio, ranked #475.

Laird Norton Wetherby Wealth Management first reported a position in EDU in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.22M in Q1 2024. 155 funds tracked by Wall St. Rank hold EDU as of Q3 2025.

Laird Norton Wetherby Wealth Management held 12,965 shares of New Oriental worth $688K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 33 New Oriental shares in Q3 2025, an estimated $1.63K.
New Oriental made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #475 holding.
Laird Norton Wetherby Wealth Management first reported a position in New Oriental in Q2 2017 and has held it in 31 quarters since.
Laird Norton Wetherby Wealth Management's New Oriental position peaked at $1.22M in Q1 2024.
155 funds tracked by Wall St. Rank held New Oriental as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.