Morgan Stanley
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Morgan Stanley’s New Oriental EDU Stock Holding History

Morgan Stanley’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 		$65.8M Sell
1,433,721
-705,959
-33% -$35.9M ﹤0.01% 1959
2026
Q1 		$121M Sell
2,139,680
-1,060,898
-33% -$60.6M 0.01% 1281
2025
Q4 		$176M Sell
3,200,578
-657,468
-17% -$36M 0.01% 1020
2025
Q3 		$205M Sell
3,858,046
-717,844
-16% -$35.4M 0.01% 921
2025
Q2 		$247M Sell
4,575,890
-1,026,707
-18% -$48.8M 0.02% 769
2025
Q1 		$268M Buy
5,602,597
+243,259
+5% +$12.5M 0.02% 703
2024
Q4 		$344M Sell
5,359,338
-1,265,094
-19% -$81.1M 0.02% 607
2024
Q3 		$502M Buy
6,624,432
+157,953
+2% +$10.8M 0.04% 467
2024
Q2 		$503M Buy
6,466,479
+1,364,877
+27% +$111M 0.04% 448
2024
Q1 		$443M Buy
5,101,602
+490,835
+11% +$41.7M 0.04% 485
2023
Q4 		$338M Buy
4,610,767
+2,712,177
+143% +$188M 0.03% 553
2023
Q3 		$111M Buy
1,898,590
+86,716
+5% +$4.55M 0.01% 1000
2023
Q2 		$71.6M Buy
1,811,874
+126,924
+8% +$5.08M 0.01% 1300
2023
Q1 		$65.1M Buy
1,684,950
+132,846
+9% +$5.37M 0.01% 1319
2022
Q4 		$54M Sell
1,552,104
-3,882,658
-71% -$110M 0.01% 1435
2022
Q3 		$130M Buy
5,434,762
+449,523
+9% +$11.2M 0.02% 763
2022
Q2 		$101M Sell
4,985,239
-4,982,443
-50% -$68.3M 0.01% 907
2022
Q1 		$115M Sell
9,967,682
-153,955
-2% -$2.24M 0.02% 780
2021
Q4 		$213M Buy
10,121,637
+4,650,166
+85% +$100M 0.03% 541
2021
Q3 		$112M Buy
5,471,471
+3,624,856
+196% +$115M 0.02% 785
2021
Q2 		$151M Buy
1,846,615
+586,323
+47% +$71.2M 0.02% 644
2021
Q1 		$176M Sell
1,260,292
-443,708
-26% -$77.5M 0.03% 526
2020
Q4 		$317M Buy
1,704,000
+271,656
+19% +$45.7M 0.05% 334
2020
Q3 		$214M Sell
1,432,344
-514,074
-26% -$74.3M 0.04% 366
2020
Q2 		$253M Sell
1,946,418
-25,554
-1% -$3.11M 0.06% 283
2020
Q1 		$213M Sell
1,971,972
-897,841
-31% -$115M 0.06% 290
2019
Q4 		$348M Buy
2,869,813
+1,309,441
+84% +$157M 0.08% 233
2019
Q3 		$173M Sell
1,560,372
-773,444
-33% -$81M 0.05% 376
2019
Q2 		$225M Buy
2,333,816
+212,436
+10% +$19M 0.06% 315
2019
Q1 		$191M Sell
2,121,380
-69,369
-3% -$5.22M 0.05% 344
2018
Q4 		$120M Sell
2,190,749
-44,781
-2% -$2.59M 0.04% 459
2018
Q3 		$165M Sell
2,235,530
-490,176
-18% -$40.7M 0.04% 415
2018
Q2 		$258M Buy
2,725,706
+44,558
+2% +$4.26M 0.07% 279
2018
Q1 		$235M Buy
2,681,148
+266,821
+11% +$24.8M 0.07% 298
2017
Q4 		$227M Buy
2,414,327
+865,685
+56% +$76.8M 0.06% 313
2017
Q3 		$137M Sell
1,548,642
-83,212
-5% -$6.78M 0.04% 431
2017
Q2 		$115M Buy
1,631,854
+85,821
+6% +$5.89M 0.03% 509
2017
Q1 		$93.3M Buy
1,546,033
+76,424
+5% +$3.88M 0.03% 596
2016
Q4 		$61.9M Sell
1,469,609
-160,102
-10% -$7.54M 0.02% 758
2016
Q3 		$75.6M Buy
1,629,711
+560,766
+52% +$24.3M 0.03% 641
2016
Q2 		$44.8M Buy
1,068,945
+863,217
+420% +$34.1M 0.02% 852
2016
Q1 		$7.12M Sell
205,728
-77,269
-27% -$2.41M ﹤0.01% 2177
2015
Q4 		$8.88M Buy
282,997
+110,265
+64% +$3.1M ﹤0.01% 2087
2015
Q3 		$3.49M Sell
172,732
-263,310
-60% -$5.64M ﹤0.01% 2971
2015
Q2 		$10.7M Buy
436,042
+264,288
+154% +$6.55M ﹤0.01% 2044
2015
Q1 		$3.81M Sell
171,754
-34,171
-17% -$687K ﹤0.01% 3010
2014
Q4 		$4.2M Sell
205,925
-37,664
-15% -$818K ﹤0.01% 2887
2014
Q3 		$5.65M Sell
243,589
-160,756
-40% -$3.58M ﹤0.01% 2545
2014
Q2 		$10.7M Sell
404,345
-82,180
-17% -$2.12M ﹤0.01% 1970
2014
Q1 		$14.3M Buy
486,525
+87,034
+22% +$2.62M 0.01% 1663
2013
Q4 		$12.6M Sell
399,491
-243,219
-38% -$6.77M 0.01% 1750
2013
Q3 		$16M Buy
642,710
+146,938
+30% +$3.36M 0.01% 1407
2013
Q2 		$11M Buy
+495,772
New +$9.76M 0.01% 1626

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

Morgan Stanley's EDU Position: Q2 2026 in Review

Morgan Stanley reduced its New Oriental (EDU) stake by 33% in Q2 2026, selling an estimated $35.9M and leaving 1,433,721 shares worth $65.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Morgan Stanley first reported a position in EDU in Q2 2013 and has held it in 53 quarters since. The position peaked at $503M in Q2 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Morgan Stanley held 1,433,721 shares of New Oriental worth $65.8M as of Q2 2026.
  • Morgan Stanley sold 705,959 New Oriental shares in Q2 2026, an estimated $35.9M.
  • New Oriental made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1959 holding.
  • Morgan Stanley first reported a position in New Oriental in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's New Oriental position peaked at $503M in Q2 2024.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.