Larson Financial Group
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Larson Financial Group’s New Oriental EDU Stock Holding History

Larson Financial Group’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
Q3 		$5.44K Buy
98
+37
+61% +$2K ﹤0.01% 2818
2026
Q2 		$2.8K Buy
61
+33
+118% +$1.68K ﹤0.01% 3014
2026
Q1 		$1.59K Buy
+28
New +$1.6K ﹤0.01% 3024

Other funds holding EDU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Shah Capital Management
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Larson Financial Group's EDU Position: Q3 2026 in Review

Larson Financial Group increased its New Oriental (EDU) stake by 61% in Q3 2026, buying an estimated $2K and bringing the position to 98 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Larson Financial Group first reported a position in EDU in Q1 2026 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold EDU as of Q3 2026.

  • Larson Financial Group held 98 shares of New Oriental worth $5.44K as of Q3 2026.
  • Larson Financial Group bought 37 New Oriental shares in Q3 2026, an estimated $2K.
  • New Oriental made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2818 holding.
  • Larson Financial Group first reported a position in New Oriental in Q1 2026 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held New Oriental as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.