Sunbelt Securities’s New Oriental EDU Stock Holding History

Sunbelt Securities’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	$13.8K	Hold	243	–	–	﹤0.01%	1409
2025 Q4	$13.4K	Hold	243	–	–	﹤0.01%	1365
2025 Q3	$12.9K	Hold	243	–	–	﹤0.01%	1389
2025 Q2	$15.6K	Hold	243	–	–	﹤0.01%	1209
2025 Q1	$11.6K	Hold	243	–	–	﹤0.01%	1241
2024 Q4	$15.3K	Hold	243	–	–	﹤0.01%	1217
2024 Q3	$18.4K	Buy	243 +1	+0.4%	+$68	﹤0.01%	1189
2024 Q2	$18.8K	Hold	242	–	–	﹤0.01%	1144
2024 Q1	$21K	Sell	242 -565	-70%	-$48K	﹤0.01%	1085
2023 Q4	$59.1K	Sell	807 -48	-6%	-$3.33K	0.01%	776
2023 Q3	$50.1K	Buy	855 +48	+6%	+$2.52K	0.01%	798
2023 Q2	$31.9K	Sell	807 -363	-31%	-$14.5K	﹤0.01%	898
2023 Q1	$46.2K	Buy	+1,170	New	+$47.3K	0.01%	767

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

Sunbelt Securities's EDU Position: Q1 2026 in Review

Sunbelt Securities held its New Oriental (EDU) position steady in Q1 2026 at 243 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Sunbelt Securities first reported a position in EDU in Q1 2023 and has held it in 13 quarters since. The position peaked at $59.1K in Q4 2023. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Sunbelt Securities held 243 shares of New Oriental worth $13.8K as of Q1 2026.
Sunbelt Securities left its New Oriental share count unchanged in Q1 2026.
New Oriental made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1409 holding.
Sunbelt Securities first reported a position in New Oriental in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's New Oriental position peaked at $59.1K in Q4 2023.
178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.