Wellington Management Group
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Wellington Management Group’s New Oriental EDU Stock Holding History

Wellington Management Group’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
-618,307
Closed -$32.8M – 1961
2025
Q3 		$32.8M Buy
618,307
+2,697
+0.4% +$133K 0.01% 851
2025
Q2 		$33.2M Sell
615,610
-111,406
-15% -$5.29M 0.01% 795
2025
Q1 		$34.8M Buy
727,016
+99,330
+16% +$5.11M 0.01% 794
2024
Q4 		$40.3M Buy
627,686
+230,140
+58% +$14.7M 0.01% 765
2024
Q3 		$30.1M Sell
397,546
-8,963
-2% -$614K 0.01% 844
2024
Q2 		$31.6M Buy
406,509
+186,117
+84% +$15.2M 0.01% 822
2024
Q1 		$19.1M Sell
220,392
-155,971
-41% -$13.2M ﹤0.01% 957
2023
Q4 		$27.6M Buy
+376,363
New +$26.1M 0.01% 872
2023
Q3 		– Sell
-7,664
Closed -$303K – 1831
2023
Q2 		$303K Sell
7,664
-321,011
-98% -$12.8M ﹤0.01% 1742
2023
Q1 		$12.7M Buy
328,675
+200,419
+156% +$8.1M ﹤0.01% 1043
2022
Q4 		$4.47M Sell
128,256
-147,801
-54% -$4.18M ﹤0.01% 1296
2022
Q3 		$6.62M Buy
+276,057
New +$6.86M ﹤0.01% 1210
2022
Q2 		– Sell
-907,813
Closed -$10.4M – 2105
2022
Q1 		$10.4M Buy
907,813
+93,261
+11% +$1.36M ﹤0.01% 1188
2021
Q4 		$17.1M Buy
814,552
+209,014
+35% +$4.51M ﹤0.01% 1116
2021
Q3 		$12.4M Sell
605,538
-177,012
-23% -$5.62M ﹤0.01% 1209
2021
Q2 		$64.1M Sell
782,550
-1,193,533
-60% -$145M 0.01% 748
2021
Q1 		$277M Sell
1,976,083
-280,570
-12% -$49M 0.05% 354
2020
Q4 		$419M Sell
2,256,653
-257,122
-10% -$43.3M 0.08% 246
2020
Q3 		$376M Buy
2,513,775
+473,882
+23% +$68.5M 0.08% 229
2020
Q2 		$266M Sell
2,039,893
-74,553
-4% -$9.08M 0.06% 281
2020
Q1 		$229M Buy
2,114,446
+131,845
+7% +$16.9M 0.06% 267
2019
Q4 		$240M Sell
1,982,601
-568,180
-22% -$67.9M 0.05% 349
2019
Q3 		$283M Sell
2,550,781
-168,642
-6% -$17.7M 0.06% 290
2019
Q2 		$263M Sell
2,719,423
-1,357,651
-33% -$122M 0.06% 299
2019
Q1 		$367M Sell
4,077,074
-1,840,269
-31% -$139M 0.08% 237
2018
Q4 		$324M Sell
5,917,343
-406,422
-6% -$23.5M 0.08% 247
2018
Q3 		$468M Sell
6,323,765
-2,444,779
-28% -$203M 0.1% 222
2018
Q2 		$830M Buy
8,768,544
+883,656
+11% +$84.6M 0.18% 136
2018
Q1 		$691M Buy
7,884,888
+4,809
+0.1% +$448K 0.16% 150
2017
Q4 		$741M Buy
7,880,079
+782,945
+11% +$69.5M 0.16% 152
2017
Q3 		$626M Buy
7,097,134
+268,323
+4% +$21.9M 0.14% 164
2017
Q2 		$481M Buy
6,828,811
+3,134,804
+85% +$215M 0.11% 193
2017
Q1 		$223M Buy
3,694,007
+533,495
+17% +$27.1M 0.05% 309
2016
Q4 		$133M Sell
3,160,512
-1,104,454
-26% -$52M 0.03% 411
2016
Q3 		$198M Sell
4,264,966
-1,578,828
-27% -$68.5M 0.05% 323
2016
Q2 		$245M Sell
5,843,794
-124,832
-2% -$4.93M 0.06% 270
2016
Q1 		$206M Sell
5,968,626
-535,752
-8% -$16.7M 0.05% 309
2015
Q4 		$204M Sell
6,504,378
-1,652,028
-20% -$46.5M 0.05% 312
2015
Q3 		$165M Buy
8,156,406
+213,858
+3% +$4.58M 0.05% 332
2015
Q2 		$195M Buy
7,942,548
+2,371,243
+43% +$58.8M 0.05% 321
2015
Q1 		$124M Buy
5,571,305
+776,073
+16% +$15.6M 0.03% 449
2014
Q4 		$97.9M Buy
4,795,232
+611,305
+15% +$13.3M 0.03% 515
2014
Q3 		$97.1M Buy
4,183,927
+1,542,507
+58% +$34.4M 0.03% 513
2014
Q2 		$70.2M Buy
2,641,420
+381,264
+17% +$9.84M 0.02% 632
2014
Q1 		$66.3M Buy
2,260,156
+289,810
+15% +$8.71M 0.02% 649
2013
Q4 		$62.1M Buy
1,970,346
+504,362
+34% +$14M 0.02% 672
2013
Q3 		$36.5M Sell
1,465,984
-241,510
-14% -$5.52M 0.01% 806
2013
Q2 		$37.8M Buy
+1,707,494
New +$33.6M 0.01% 780

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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group's EDU Position: Q4 2025 in Review

Wellington Management Group sold out of New Oriental (EDU) in Q4 2025, closing a stake of 618,307 shares — an estimated $32.8M sold.

Wellington Management Group first reported a position in EDU in Q2 2013 and held it in 48 quarters. The position peaked at $830M in Q2 2018. 165 funds tracked by Wall St. Rank hold EDU as of Q4 2025.

  • Wellington Management Group reported no remaining New Oriental position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 618,307 New Oriental shares in Q4 2025, an estimated $32.8M.
  • Wellington Management Group first reported a position in New Oriental in Q2 2013 and held it in 48 quarters.
  • Wellington Management Group's New Oriental position peaked at $830M in Q2 2018.
  • 165 funds tracked by Wall St. Rank held New Oriental as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.