Root Financial Partners’s New Oriental EDU Stock Holding History

Root Financial Partners’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	–	Sell	-1	Closed	-$57	–	1198
2026 Q1	$57	Hold	1	–	–	﹤0.01%	3363
2025 Q4	$55	Buy	+1	New	+$55	﹤0.01%	2375

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

Root Financial Partners's EDU Position: Q2 2026 in Review

Root Financial Partners sold out of New Oriental (EDU) in Q2 2026, closing a stake of 1 share — an estimated $57 sold.

Root Financial Partners first reported a position in EDU in Q4 2025 and held it in 2 quarters. The position peaked at $57 in Q1 2026. 168 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Root Financial Partners reported no remaining New Oriental position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1 New Oriental share in Q2 2026, an estimated $57.
Root Financial Partners first reported a position in New Oriental in Q4 2025 and held it in 2 quarters.
Root Financial Partners's New Oriental position peaked at $57 in Q1 2026.
168 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.