Oberweis Asset Management’s TAL Education Group TAL Stock Holding History

Oberweis Asset Management’s Portfolio TAL Stock Details TAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-40,000	Closed	-$528K	–	207
2025 Q1	$528K	Sell	40,000 -20,000	-33%	-$249K	0.03%	176
2024 Q4	$601K	Buy	60,000 +20,000	+50%	+$210K	0.03%	182
2024 Q3	$474K	Buy	+40,000	New	+$368K	0.02%	191
2024 Q2	–	Sell	-25,000	Closed	-$284K	–	219
2024 Q1	$284K	Sell	25,000 -30,000	-55%	-$373K	0.02%	187
2023 Q4	$695K	Buy	+55,000	New	+$570K	0.06%	175
2023 Q1	–	Sell	-95,000	Closed	-$670K	–	184
2022 Q4	$670K	Buy	+95,000	New	+$527K	0.14%	147
2021 Q2	–	Sell	-10,000	Closed	-$539K	–	184
2021 Q1	$539K	Sell	10,000 -20,000	-67%	-$1.46M	0.11%	115
2020 Q4	$2.15M	Sell	30,000 -3,000	-9%	-$216K	0.56%	24
2020 Q3	$2.51M	Sell	33,000 -3,000	-8%	-$226K	0.84%	16
2020 Q2	$2.46M	Hold	36,000	–	–	0.97%	18
2020 Q1	$1.92M	Sell	36,000 -4,000	-10%	-$215K	1.06%	17
2019 Q4	$1.93M	Buy	40,000 +25,000	+167%	+$1.07M	0.64%	26
2019 Q3	$514K	Sell	15,000 -25,000	-63%	-$871K	0.12%	144
2019 Q2	$1.52M	Sell	40,000 -10,000	-20%	-$362K	0.28%	46
2019 Q1	$1.8M	Hold	50,000	–	–	0.36%	48
2018 Q4	$1.33M	Buy	50,000 +40,000	+400%	+$1.06M	0.3%	57
2018 Q3	$257K	Sell	10,000 -112,938	-92%	-$3.65M	0.05%	197
2018 Q2	$4.52M	Buy	122,938 +26,002	+27%	+$1.02M	1.14%	32
2018 Q1	$3.6M	Sell	96,936 -55,200	-36%	-$1.89M	0.94%	34
2017 Q4	$4.52M	Sell	152,136 -216,931	-59%	-$6.6M	1.06%	31
2017 Q3	$12.4M	Sell	369,067 -20,243	-5%	-$571K	3.46%	2
2017 Q2	$7.94M	Sell	389,310 -224,370	-37%	-$4.41M	2.18%	7
2017 Q1	$10.9M	Sell	613,680 -84,000	-12%	-$1.22M	3.21%	3
2016 Q4	$8.16M	Hold	697,680	–	–	2.44%	7
2016 Q3	$8.24M	Sell	697,680 -84,480	-11%	-$891K	2.37%	7
2016 Q2	$8.09M	Buy	782,160 +42,960	+6%	+$394K	2.4%	10
2016 Q1	$6.12M	Buy	739,200 +499,200	+208%	+$3.99M	1.77%	18
2015 Q4	$1.86M	Hold	240,000	–	–	0.52%	41
2015 Q3	$1.29M	Buy	240,000 +60,000	+33%	+$324K	0.37%	43
2015 Q2	$1.06M	Buy	+180,000	New	+$1.09M	0.28%	53

Other funds holding TAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

Oberweis Asset Management's TAL Position: Q2 2025 in Review

Oberweis Asset Management sold out of TAL Education Group (TAL) in Q2 2025, closing a stake of 40,000 shares — an estimated $528K sold.

Oberweis Asset Management first reported a position in TAL in Q2 2015 and held it in 30 quarters. The position peaked at $12.4M in Q3 2017. 209 funds tracked by Wall St. Rank hold TAL as of Q2 2025.

Oberweis Asset Management reported no remaining TAL Education Group position as of Q2 2025 after selling out during the quarter.
Oberweis Asset Management sold 40,000 TAL Education Group shares in Q2 2025, an estimated $528K.
Oberweis Asset Management first reported a position in TAL Education Group in Q2 2015 and held it in 30 quarters.
Oberweis Asset Management's TAL Education Group position peaked at $12.4M in Q3 2017.
209 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2025.

Based on Oberweis Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.