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 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 $2.32B AUM 8.06% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's EDU Position: Q1 2026 in Review

Root Financial Partners held its New Oriental (EDU) position steady in Q1 2026 at 1 share worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

Root Financial Partners first reported a position in EDU in Q4 2025 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Root Financial Partners held 1 share of New Oriental worth $57 as of Q1 2026.
Root Financial Partners left its New Oriental share count unchanged in Q1 2026.
New Oriental made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3363 holding.
Root Financial Partners first reported a position in New Oriental in Q4 2025 and has held it in 2 quarters since.
179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.