Steward Partners Investment Advisory’s New Oriental EDU Stock Holding History

Steward Partners Investment Advisory’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	$507K	Buy	+11,049	New	+$562K	﹤0.01%	1685
2025 Q1	–	Sell	-33	Closed	-$2.12K	–	4049
2024 Q4	$2.12K	Buy	+33	New	+$2.12K	﹤0.01%	3619
2020 Q1	–	Sell	-65	Closed	-$7K	–	2539
2019 Q4	$7K	Sell	65 -103	-61%	-$12.3K	﹤0.01%	2137
2019 Q3	$18K	Hold	168	–	–	﹤0.01%	1757
2019 Q2	$16K	Buy	+168	New	+$15K	﹤0.01%	1780
2018 Q4	–	Sell	-168	Closed	-$12K	–	1124
2018 Q3	$12K	Buy	+168	New	+$13.9K	﹤0.01%	1795

Other funds holding EDU

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

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

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

Steward Partners Investment Advisory's EDU Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in New Oriental (EDU) in Q2 2026: 11,049 shares worth $507K. The stake represents ﹤0.01% of the portfolio and ranks #1685 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in EDU as recently as Q4 2024.

Steward Partners Investment Advisory first reported a position in EDU in Q3 2018 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Steward Partners Investment Advisory held 11,049 shares of New Oriental worth $507K as of Q2 2026.
New Oriental was a new Steward Partners Investment Advisory position in Q2 2026.
New Oriental made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1685 holding.
Steward Partners Investment Advisory first reported a position in New Oriental in Q3 2018 and has held it in 6 quarters since.
168 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.