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Mount Yale Investment Advisors’s New Oriental EDU Stock Holding History

Mount Yale Investment Advisors’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 		$391K Sell
8,524
-2,030
-19% -$103K 0.01% 876
2026
Q1 		$598K Buy
+10,554
New +$603K 0.01% 667

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

Mount Yale Investment Advisors's EDU Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its New Oriental (EDU) stake by 19% in Q2 2026, selling an estimated $103K and leaving 8,524 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #876.

Mount Yale Investment Advisors first reported a position in EDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $598K in Q1 2026. 168 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Mount Yale Investment Advisors held 8,524 shares of New Oriental worth $391K as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,030 New Oriental shares in Q2 2026, an estimated $103K.
  • New Oriental made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #876 holding.
  • Mount Yale Investment Advisors first reported a position in New Oriental in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's New Oriental position peaked at $598K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.