LPL Financial
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LPL Financial’s New Oriental EDU Stock Holding History

LPL Financial’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 		$683K Sell
14,870
-11,148
-43% -$567K ﹤0.01% 4761
2026
Q1 		$1.47M Buy
+26,018
New +$1.49M ﹤0.01% 3804
2024
Q4 		– Sell
-3,712
Closed -$282K – 5331
2024
Q3 		$282K Sell
3,712
-17,746
-83% -$1.22M ﹤0.01% 4489
2024
Q2 		$1.67M Buy
21,458
+14,342
+202% +$1.17M ﹤0.01% 2774
2024
Q1 		$618K Buy
+7,116
New +$604K ﹤0.01% 3597
2023
Q2 		– Sell
-13,135
Closed -$507K – 4614
2023
Q1 		$507K Buy
+13,135
New +$531K ﹤0.01% 3313
2022
Q2 		– Sell
-2,800
Closed -$32K – 4453
2022
Q1 		$32K Sell
2,800
-1,470
-34% -$21.4K ﹤0.01% 4090
2021
Q4 		$90K Sell
4,270
-2,103
-33% -$45.4K ﹤0.01% 4155
2021
Q3 		$131K Sell
6,373
-15,353
-71% -$487K ﹤0.01% 4085
2021
Q2 		$1.78M Sell
21,726
-1,319
-6% -$160K ﹤0.01% 2074
2021
Q1 		$3.23M Sell
23,045
-1,889
-8% -$330K ﹤0.01% 1520
2020
Q4 		$4.63M Buy
24,934
+1,522
+7% +$256K 0.01% 1158
2020
Q3 		$3.5M Sell
23,412
-504
-2% -$72.8K 0.01% 1146
2020
Q2 		$3.12M Sell
23,916
-1,950
-8% -$238K 0.01% 1112
2020
Q1 		$2.8M Buy
25,866
+3,232
+14% +$415K 0.01% 1004
2019
Q4 		$2.74M Buy
22,634
+11,155
+97% +$1.33M 0.01% 1162
2019
Q3 		$1.27M Buy
11,479
+1,479
+15% +$155K ﹤0.01% 1566
2019
Q2 		$966K Buy
10,000
+1,421
+17% +$127K ﹤0.01% 1749
2019
Q1 		$773K Sell
8,579
-777
-8% -$58.5K ﹤0.01% 1841
2018
Q4 		$513K Sell
9,356
-1,163
-11% -$67.3K ﹤0.01% 2020
2018
Q3 		$779K Buy
10,519
+170
+2% +$14.1K ﹤0.01% 1873
2018
Q2 		$980K Buy
10,349
+570
+6% +$54.5K ﹤0.01% 1640
2018
Q1 		$857K Buy
9,779
+3,594
+58% +$334K ﹤0.01% 1727
2017
Q4 		$581K Buy
6,185
+3,031
+96% +$269K ﹤0.01% 1928
2017
Q3 		$278K Buy
+3,154
New +$257K ﹤0.01% 2425
2014
Q1 		– Sell
-9,434
Closed -$297K – 2657
2013
Q4 		$297K Buy
9,434
+1,275
+16% +$35.5K ﹤0.01% 2123
2013
Q3 		$208K Buy
+8,159
New +$186K ﹤0.01% 2292

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

LPL Financial's EDU Position: Q2 2026 in Review

LPL Financial reduced its New Oriental (EDU) stake by 43% in Q2 2026, selling an estimated $567K and leaving 14,870 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #4761.

LPL Financial first reported a position in EDU in Q3 2013 and has held it in 27 quarters since. The position peaked at $4.63M in Q4 2020. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • LPL Financial held 14,870 shares of New Oriental worth $683K as of Q2 2026.
  • LPL Financial sold 11,148 New Oriental shares in Q2 2026, an estimated $567K.
  • New Oriental made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4761 holding.
  • LPL Financial first reported a position in New Oriental in Q3 2013 and has held it in 27 quarters since.
  • LPL Financial's New Oriental position peaked at $4.63M in Q4 2020.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.