UBS Group’s New Oriental EDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.4M | Buy |
1,207,451
+570,248
| +89% | +$32.6M | 0.01% | 1339 |
|
|
2025
Q4 | $35.1M | Sell |
637,203
-909,038
| -59% | -$49.8M | 0.01% | 2011 |
|
|
2025
Q3 | $82.1M | Sell |
1,546,241
-313,457
| -17% | -$15.5M | 0.01% | 1185 |
|
|
2025
Q2 | $100M | Sell |
1,859,698
-2,028,949
| -52% | -$96.4M | 0.02% | 954 |
|
|
2025
Q1 | $186M | Buy |
3,888,647
+1,553,977
| +67% | +$79.9M | 0.03% | 545 |
|
|
2024
Q4 | $150M | Buy |
2,334,670
+2,194,065
| +1,560% | +$141M | 0.03% | 665 |
|
|
2024
Q3 | $10.7M | Sell |
140,605
-228,777
| -62% | -$15.7M | ﹤0.01% | 2301 |
|
|
2024
Q2 | $28.7M | Sell |
369,382
-397,823
| -52% | -$32.4M | 0.01% | 1405 |
|
|
2024
Q1 | $66.6M | Sell |
767,205
-95,706
| -11% | -$8.13M | 0.02% | 862 |
|
|
2023
Q4 | $63.2M | Buy |
862,911
+731,652
| +557% | +$50.8M | 0.02% | 835 |
|
|
2023
Q3 | $7.69M | Sell |
131,259
-42,344
| -24% | -$2.22M | ﹤0.01% | 2194 |
|
|
2023
Q2 | $6.86M | Sell |
173,603
-46,024
| -21% | -$1.84M | ﹤0.01% | 2279 |
|
|
2023
Q1 | $8.48M | Sell |
219,627
-391,954
| -64% | -$15.8M | ﹤0.01% | 2017 |
|
|
2022
Q4 | $21.3M | Buy |
611,581
+299,366
| +96% | +$8.46M | 0.01% | 1362 |
|
|
2022
Q3 | $7.48M | Sell |
312,215
-1,077,401
| -78% | -$26.8M | ﹤0.01% | 2026 |
|
|
2022
Q2 | $28.3M | Sell |
1,389,616
-318,011
| -19% | -$4.36M | 0.01% | 1097 |
|
|
2022
Q1 | $19.6M | Buy |
1,707,627
+340,059
| +25% | +$4.95M | 0.01% | 1428 |
|
|
2021
Q4 | $28.7M | Buy |
1,367,568
+942,326
| +222% | +$20.3M | 0.01% | 1326 |
|
|
2021
Q3 | $8.72M | Buy |
425,242
+156,398
| +58% | +$4.97M | ﹤0.01% | 2142 |
|
|
2021
Q2 | $22M | Sell |
268,844
-308,665
| -53% | -$37.5M | 0.01% | 1425 |
|
|
2021
Q1 | $80.9M | Buy |
577,509
+152,023
| +36% | +$26.6M | 0.03% | 596 |
|
|
2020
Q4 | $79.1M | Buy |
425,486
+73,753
| +21% | +$12.4M | 0.03% | 565 |
|
|
2020
Q3 | $52.6M | Sell |
351,733
-117,731
| -25% | -$17M | 0.02% | 633 |
|
|
2020
Q2 | $61.1M | Buy |
469,464
+15,730
| +3% | +$1.92M | 0.03% | 529 |
|
|
2020
Q1 | $49.1M | Sell |
453,734
-64,681
| -12% | -$8.3M | 0.02% | 545 |
|
|
2019
Q4 | $62.9M | Buy |
518,415
+71,167
| +16% | +$8.51M | 0.02% | 641 |
|
|
2019
Q3 | $49.5M | Sell |
447,248
-222,637
| -33% | -$23.3M | 0.02% | 695 |
|
|
2019
Q2 | $64.7M | Buy |
669,885
+118,615
| +22% | +$10.6M | 0.02% | 553 |
|
|
2019
Q1 | $49.7M | Buy |
551,270
+63,704
| +13% | +$4.8M | 0.02% | 635 |
|
|
2018
Q4 | $26.7M | Buy |
487,566
+51,795
| +12% | +$3M | 0.01% | 895 |
|
|
2018
Q3 | $32.3M | Sell |
435,771
-70,303
| -14% | -$5.83M | 0.01% | 897 |
|
|
2018
Q2 | $47.9M | Buy |
506,074
+81,129
| +19% | +$7.76M | 0.02% | 673 |
|
|
2018
Q1 | $37.2M | Buy |
424,945
+61,523
| +17% | +$5.73M | 0.02% | 784 |
|
|
2017
Q4 | $34.2M | Buy |
363,422
+48,519
| +15% | +$4.31M | 0.01% | 856 |
|
|
2017
Q3 | $27.8M | Sell |
314,903
-31,166
| -9% | -$2.54M | 0.01% | 909 |
|
|
2017
Q2 | $24.4M | Sell |
346,069
-10,370
| -3% | -$712K | 0.01% | 925 |
|
|
2017
Q1 | $21.5M | Buy |
356,439
+236,286
| +197% | +$12M | 0.01% | 991 |
|
|
2016
Q4 | $5.06M | Buy |
120,153
+1,825
| +2% | +$86K | ﹤0.01% | 2079 |
|
|
2016
Q3 | $5.49M | Sell |
118,328
-21,999
| -16% | -$955K | ﹤0.01% | 1935 |
|
|
2016
Q2 | $5.88M | Buy |
140,327
+92,356
| +193% | +$3.65M | ﹤0.01% | 1807 |
|
|
2016
Q1 | $1.66M | Sell |
47,971
-86,622
| -64% | -$2.71M | ﹤0.01% | 2841 |
|
|
2015
Q4 | $4.22M | Sell |
134,593
-97,713
| -42% | -$2.75M | ﹤0.01% | 2107 |
|
|
2015
Q3 | $4.7M | Buy |
232,306
+199,766
| +614% | +$4.28M | ﹤0.01% | 1975 |
|
|
2015
Q2 | $797K | Sell |
32,540
-69,196
| -68% | -$1.71M | ﹤0.01% | 3745 |
|
|
2015
Q1 | $2.25M | Sell |
101,736
-53,304
| -34% | -$1.07M | ﹤0.01% | 2823 |
|
|
2014
Q4 | $3.17M | Buy |
+155,040
| New | +$3.37M | ﹤0.01% | 2474 |
|
Other funds holding EDU
FBIL
AMH
DG
UBS Group's EDU Position: Q1 2026 in Review
UBS Group increased its New Oriental (EDU) stake by 89% in Q1 2026, buying an estimated $32.6M and bringing the position to 1,207,451 shares worth $68.4M. The position accounts for 0.01% of the portfolio, ranked #1339.
UBS Group first reported a position in EDU in Q4 2014 and has held it in 46 quarters since. The position peaked at $186M in Q1 2025. 178 funds tracked by Wall St. Rank hold EDU as of Q1 2026.
- UBS Group held 1,207,451 shares of New Oriental worth $68.4M as of Q1 2026.
- UBS Group bought 570,248 New Oriental shares in Q1 2026, an estimated $32.6M.
- New Oriental made up 0.01% of UBS Group's portfolio in Q1 2026, its #1339 holding.
- UBS Group first reported a position in New Oriental in Q4 2014 and has held it in 46 quarters since.
- UBS Group's New Oriental position peaked at $186M in Q1 2025.
- 178 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.