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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
Q1 		$598K Buy
+10,554
New +$603K 0.01% 667

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mount Yale Investment Advisors's EDU Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in New Oriental (EDU) in Q1 2026: 10,554 shares worth $598K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings.

179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Mount Yale Investment Advisors held 10,554 shares of New Oriental worth $598K as of Q1 2026.
  • New Oriental was a new Mount Yale Investment Advisors position in Q1 2026.
  • New Oriental made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #667 holding.
  • 179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.