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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
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 $2.32B 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 $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's EDU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its New Oriental (EDU) stake by 9.6% in Q1 2026, selling an estimated $2.34K and leaving 385 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Pinnacle Wealth Planning Services first reported a position in EDU in Q4 2020 and has held it in 5 quarters since. The position peaked at $79K in Q4 2021. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Pinnacle Wealth Planning Services held 385 shares of New Oriental worth $21.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 41 New Oriental shares in Q1 2026, an estimated $2.34K.
  • New Oriental made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1654 holding.
  • Pinnacle Wealth Planning Services first reported a position in New Oriental in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's New Oriental position peaked at $79K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.