SageView Advisory Group’s New Oriental EDU Stock Holding History

SageView Advisory Group’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	–	Sell	-37	Closed	-$2.04K	–	1111
2025 Q4	$2.04K	Buy	+37	New	+$2.03K	﹤0.01%	2229

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageView Advisory Group's EDU Position: Q1 2026 in Review

SageView Advisory Group sold out of New Oriental (EDU) in Q1 2026, closing a stake of 37 shares — an estimated $2.04K sold.

SageView Advisory Group first reported a position in EDU in Q4 2025 and held it in 1 quarter. The position peaked at $2.04K in Q4 2025. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

SageView Advisory Group reported no remaining New Oriental position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 37 New Oriental shares in Q1 2026, an estimated $2.04K.
SageView Advisory Group first reported a position in New Oriental in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's New Oriental position peaked at $2.04K in Q4 2025.
179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.