Pinnacle Wealth Planning Services
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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
Q3 		$14.4K Hold
259
– – ﹤0.01% 1931
2026
Q2 		$11.9K Sell
259
-126
-33% -$6.4K ﹤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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Shah Capital Management
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's EDU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its New Oriental (EDU) position steady in Q3 2026 at 259 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Pinnacle Wealth Planning Services first reported a position in EDU in Q4 2020 and has held it in 7 quarters since. The position peaked at $79K in Q4 2021. 44 funds tracked by Wall St. Rank hold EDU as of Q3 2026.

  • Pinnacle Wealth Planning Services held 259 shares of New Oriental worth $14.4K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its New Oriental share count unchanged in Q3 2026.
  • New Oriental made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1931 holding.
  • Pinnacle Wealth Planning Services first reported a position in New Oriental in Q4 2020 and has held it in 7 quarters since.
  • Pinnacle Wealth Planning Services's New Oriental position peaked at $79K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held New Oriental as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.