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 | $1.88M | Sell |
33,250
-1,000
| -3% | -$57.1K | ﹤0.01% | 5028 |
|
|
2025
Q4 | $1.88M | Buy |
34,250
+1,750
| +5% | +$95.9K | ﹤0.01% | 5036 |
|
|
2025
Q3 | $1.72M | Sell |
32,500
-2,000
| -6% | -$98.7K | ﹤0.01% | 5098 |
|
|
2025
Q2 | $1.86M | Sell |
34,500
-140,500
| -80% | -$6.67M | ﹤0.01% | 4894 |
|
|
2025
Q1 | $8.37M | Buy |
175,000
+117,900
| +206% | +$6.06M | ﹤0.01% | 3239 |
|
|
2024
Q4 | $3.66M | Buy |
57,100
+27,079
| +90% | +$1.74M | ﹤0.01% | 4145 |
|
|
2024
Q3 | $2.28M | Buy |
30,021
+10,500
| +54% | +$719K | ﹤0.01% | 3865 |
|
|
2024
Q2 | $1.52M | Buy |
19,521
+9,521
| +95% | +$776K | ﹤0.01% | 4034 |
|
|
2024
Q1 | $868K | Buy |
+10,000
| New | +$849K | ﹤0.01% | 4715 |
|
|
2023
Q1 | – | Sell |
-146,500
| Closed | -$5.1M | – | 9762 |
|
|
2022
Q4 | $5.1M | Sell |
146,500
-229,600
| -61% | -$6.49M | ﹤0.01% | 2488 |
|
|
2022
Q3 | $9.02M | Buy |
376,100
+60,900
| +19% | +$1.51M | ﹤0.01% | 1874 |
|
|
2022
Q2 | $6.42M | Buy |
315,200
+136,660
| +77% | +$1.87M | ﹤0.01% | 2175 |
|
|
2022
Q1 | $2.05M | Sell |
178,540
-104,490
| -37% | -$1.52M | ﹤0.01% | 3395 |
|
|
2021
Q4 | $5.94M | Sell |
283,030
-139,650
| -33% | -$3.01M | ﹤0.01% | 2640 |
|
|
2021
Q3 | $8.66M | Buy |
422,680
+320,530
| +314% | +$10.2M | ﹤0.01% | 2152 |
|
|
2021
Q2 | $8.37M | Buy |
+102,150
| New | +$12.4M | ﹤0.01% | 2198 |
|
|
2020
Q3 | – | Sell |
-28,000
| Closed | -$3.65M | – | 8072 |
|
|
2020
Q2 | $3.65M | Sell |
28,000
-8,600
| -23% | -$1.05M | ﹤0.01% | 2314 |
|
|
2020
Q1 | $3.96M | Buy |
+36,600
| New | +$4.7M | ﹤0.01% | 2128 |
|
|
2019
Q4 | – | Sell |
-89,282
| Closed | -$9.89M | – | 8166 |
|
|
2019
Q3 | $9.89M | Buy |
+89,282
| New | +$9.35M | ﹤0.01% | 1773 |
|
|
2019
Q2 | – | Sell |
-28,312
| Closed | -$2.55M | – | 7926 |
|
|
2019
Q1 | $2.55M | Buy |
+28,312
| New | +$2.13M | ﹤0.01% | 2784 |
|
|
2018
Q4 | – | Sell |
-47,060
| Closed | -$3.48M | – | 8089 |
|
|
2018
Q3 | $3.48M | Buy |
+47,060
| New | +$3.9M | ﹤0.01% | 2691 |
|
|
2017
Q3 | – | Sell |
-110,000
| Closed | -$7.75M | – | 7777 |
|
|
2017
Q2 | $7.75M | Buy |
+110,000
| New | +$7.55M | ﹤0.01% | 1757 |
|
|
2016
Q4 | – | Sell |
-2,100
| Closed | -$97K | – | 7819 |
|
|
2016
Q3 | $97K | Sell |
2,100
-391,000
| -99% | -$17M | ﹤0.01% | 5011 |
|
|
2016
Q2 | $16.5M | Buy |
393,100
+2,100
| +0.5% | +$82.9K | 0.01% | 1056 |
|
|
2016
Q1 | $13.5M | Buy |
+391,000
| New | +$12.2M | 0.01% | 1130 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$2K | – | 8457 |
|
|
2015
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 8188 |
|
|
2015
Q1 | $2K | Sell |
100
-300
| -75% | -$6.03K | ﹤0.01% | 8438 |
|
|
2014
Q4 | $8K | Buy |
+400
| New | +$8.69K | ﹤0.01% | 8570 |
|
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.