Rockefeller Capital Management
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Rockefeller Capital Management’s New Oriental EDU Stock Holding History

Rockefeller Capital 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 		$14.6K Hold
319
– – ﹤0.01% 3852
2026
Q1 		$18.1K Buy
319
+277
+660% +$15.8K ﹤0.01% 3748
2025
Q4 		$2.31K Hold
42
– – ﹤0.01% 4282
2025
Q3 		$2.23K Buy
+42
New +$2.07K ﹤0.01% 4067
2023
Q1 		– Sell
-169
Closed -$5K – 2502
2022
Q4 		$5K Hold
169
– – ﹤0.01% 3319
2022
Q3 		$3K Sell
169
-141
-45% -$3.5K ﹤0.01% 3476
2022
Q2 		$6K Buy
310
+242
+356% +$3.31K ﹤0.01% 3354
2022
Q1 		$0 Sell
68
-70
-51% -$1.02K ﹤0.01% 3908
2021
Q4 		$2K Sell
138
-1,126
-89% -$24.3K ﹤0.01% 3525
2021
Q3 		$25K Sell
1,264
-123
-9% -$3.9K ﹤0.01% 2480
2021
Q2 		$113K Sell
1,387
-17,818
-93% -$2.16M ﹤0.01% 1742
2021
Q1 		$2.69M Sell
19,205
-297
-2% -$51.9K 0.02% 508
2020
Q4 		$3.62M Sell
19,502
-271
-1% -$45.6K 0.03% 383
2020
Q3 		$2.96M Buy
19,773
+1,271
+7% +$184K 0.03% 349
2020
Q2 		$2.41M Buy
18,502
+1,157
+7% +$141K 0.03% 363
2020
Q1 		$1.88M Buy
17,345
+16,003
+1,192% +$2.05M 0.02% 348
2019
Q4 		$163K Sell
1,342
-216
-14% -$25.8K ﹤0.01% 822
2019
Q3 		$173K Sell
1,558
-2,165
-58% -$227K ﹤0.01% 660
2019
Q2 		$360K Sell
3,723
-12,069
-76% -$1.08M 0.01% 495
2019
Q1 		$1.42M Buy
15,792
+14,695
+1,340% +$1.11M 0.02% 316
2018
Q4 		$60K Buy
+1,097
New +$63.5K ﹤0.01% 502

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

Rockefeller Capital Management's EDU Position: Q2 2026 in Review

Rockefeller Capital Management held its New Oriental (EDU) position steady in Q2 2026 at 319 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

Rockefeller Capital Management first reported a position in EDU in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.62M in Q4 2020. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Rockefeller Capital Management held 319 shares of New Oriental worth $14.6K as of Q2 2026.
  • Rockefeller Capital Management left its New Oriental share count unchanged in Q2 2026.
  • New Oriental made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3852 holding.
  • Rockefeller Capital Management first reported a position in New Oriental in Q4 2018 and has held it in 21 quarters since.
  • Rockefeller Capital Management's New Oriental position peaked at $3.62M in Q4 2020.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.