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True Wealth Design’s New Oriental EDU Stock Holding History

True Wealth Design’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 		$2.66K Buy
58
+9
+18% +$457 ﹤0.01% 1573
2026
Q1 		$2.77K Buy
49
+8
+20% +$457 ﹤0.01% 1411
2025
Q4 		$2.26K Buy
41
+15
+58% +$822 ﹤0.01% 1409
2025
Q3 		$1.38K Buy
+26
New +$1.28K ﹤0.01% 1631

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
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
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
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
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

True Wealth Design's EDU Position: Q2 2026 in Review

True Wealth Design increased its New Oriental (EDU) stake by 18% in Q2 2026, buying an estimated $457 and bringing the position to 58 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

True Wealth Design first reported a position in EDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.77K in Q1 2026. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • True Wealth Design held 58 shares of New Oriental worth $2.66K as of Q2 2026.
  • True Wealth Design bought 9 New Oriental shares in Q2 2026, an estimated $457.
  • New Oriental made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1573 holding.
  • True Wealth Design first reported a position in New Oriental in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's New Oriental position peaked at $2.77K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.