Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s New Oriental EDU Stock Holding History

Northwestern Mutual Wealth Management’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 		$597 Sell
13
-56
-81% -$2.85K ﹤0.01% 3867
2026
Q1 		$3.91K Buy
69
+56
+431% +$3.2K ﹤0.01% 3390
2025
Q4 		$715 Hold
13
– – ﹤0.01% 3678
2025
Q3 		$690 Hold
13
– – ﹤0.01% 3601
2025
Q2 		$701 Hold
13
– – ﹤0.01% 3421
2025
Q1 		$622 Sell
13
-7
-35% -$360 ﹤0.01% 3342
2024
Q4 		$1.28K Sell
20
-81
-80% -$5.19K ﹤0.01% 3258
2024
Q3 		$7.64K Buy
101
+1
+1% +$68 ﹤0.01% 2780
2024
Q2 		$7.77K Buy
100
+66
+194% +$5.38K ﹤0.01% 2732
2024
Q1 		$2.95K Sell
34
-26
-43% -$2.21K ﹤0.01% 2973
2023
Q4 		$4.4K Sell
60
-170
-74% -$11.8K ﹤0.01% 2894
2023
Q3 		$13.5K Hold
230
– – ﹤0.01% 2451
2023
Q2 		$9.08K Hold
230
– – ﹤0.01% 2606
2023
Q1 		$8.88K Sell
230
-260
-53% -$10.5K ﹤0.01% 2547
2022
Q4 		$17.1K Sell
490
-670
-58% -$18.9K ﹤0.01% 2305
2022
Q3 		$28K Buy
1,160
+20
+2% +$497 ﹤0.01% 2081
2022
Q2 		$23K Sell
1,140
-3,642
-76% -$49.9K ﹤0.01% 2186
2022
Q1 		$55K Buy
4,782
+730
+18% +$10.6K ﹤0.01% 1920
2021
Q4 		$85K Sell
4,052
-1,355
-25% -$29.2K ﹤0.01% 1770
2021
Q3 		$110K Buy
5,407
+4,937
+1,050% +$157K ﹤0.01% 1584
2021
Q2 		$38K Sell
470
-232
-33% -$28.2K ﹤0.01% 1950
2021
Q1 		$98K Sell
702
-386
-35% -$67.4K ﹤0.01% 1499
2020
Q4 		$202K Buy
1,088
+1,059
+3,652% +$178K ﹤0.01% 1138
2020
Q3 		$4K Buy
29
+8
+38% +$1.16K ﹤0.01% 2215
2020
Q2 		$3K Buy
+21
New +$2.56K ﹤0.01% 2150
2019
Q4 		– Sell
-677
Closed -$75K – 2439
2019
Q3 		$75K Buy
677
+493
+268% +$51.6K ﹤0.01% 1269
2019
Q2 		$18K Hold
184
– – ﹤0.01% 1758
2019
Q1 		$17K Buy
+184
New +$13.9K ﹤0.01% 1776
2016
Q2 		– Sell
-179
Closed -$6K – 2099
2016
Q1 		$6K Buy
+179
New +$5.59K ﹤0.01% 1575

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

Northwestern Mutual Wealth Management's EDU Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its New Oriental (EDU) stake by 81% in Q2 2026, selling an estimated $2.85K and leaving 13 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #3867.

Northwestern Mutual Wealth Management first reported a position in EDU in Q1 2016 and has held it in 29 quarters since. The position peaked at $202K in Q4 2020. 168 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Northwestern Mutual Wealth Management held 13 shares of New Oriental worth $597 as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 56 New Oriental shares in Q2 2026, an estimated $2.85K.
  • New Oriental made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3867 holding.
  • Northwestern Mutual Wealth Management first reported a position in New Oriental in Q1 2016 and has held it in 29 quarters since.
  • Northwestern Mutual Wealth Management's New Oriental position peaked at $202K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.