Pinnacle Wealth Planning Services’s New Oriental EDU Stock Holding History

Pinnacle Wealth Planning Services’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	$11.9K	Sell	259 -126	-33%	-$6.41K	﹤0.01%	1999
2026 Q1	$21.8K	Sell	385 -41	-10%	-$2.34K	﹤0.01%	1654
2025 Q4	$23.4K	Buy	+426	New	+$23.4K	﹤0.01%	1644
2022 Q1	–	Sell	-3,762	Closed	-$79K	–	449
2021 Q4	$79K	Buy	3,762 +1,800	+92%	+$38.8K	0.02%	405
2021 Q3	$40K	Buy	+1,962	New	+$62.3K	0.01%	375
2021 Q1	–	Sell	-407	Closed	-$76K	–	811
2020 Q4	$76K	Buy	+407	New	+$68.5K	0.02%	590

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

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 New York $74.1B AUM 71.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's EDU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its New Oriental (EDU) stake by 33% in Q2 2026, selling an estimated $6.41K and leaving 259 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Pinnacle Wealth Planning Services first reported a position in EDU in Q4 2020 and has held it in 6 quarters since. The position peaked at $79K in Q4 2021. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Pinnacle Wealth Planning Services held 259 shares of New Oriental worth $11.9K as of Q2 2026.
Pinnacle Wealth Planning Services sold 126 New Oriental shares in Q2 2026, an estimated $6.41K.
New Oriental made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1999 holding.
Pinnacle Wealth Planning Services first reported a position in New Oriental in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's New Oriental position peaked at $79K in Q4 2021.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.