Wealthspire Advisors (New York)’s New Oriental EDU Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-106	Closed	-$5.63K	–	1542
2025 Q3	$5.63K	Buy	+106	New	+$5.23K	﹤0.01%	2278
2021 Q2	–	Sell	-1,338	Closed	-$187K	–	463
2021 Q1	$187K	Buy	1,338 +220	+20%	+$38.4K	﹤0.01%	681
2020 Q4	$208K	Buy	+1,118	New	+$188K	0.01%	544

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s EDU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of New Oriental (EDU) in Q4 2025, closing a stake of 106 shares — an estimated $5.63K sold.

Wealthspire Advisors (New York) first reported a position in EDU in Q4 2020 and held it in 3 quarters. The position peaked at $208K in Q4 2020. 166 funds tracked by Wall St. Rank hold EDU as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining New Oriental position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 106 New Oriental shares in Q4 2025, an estimated $5.63K.
Wealthspire Advisors (New York) first reported a position in New Oriental in Q4 2020 and held it in 3 quarters.
Wealthspire Advisors (New York)'s New Oriental position peaked at $208K in Q4 2020.
166 funds tracked by Wall St. Rank held New Oriental as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.