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
2015
Q4 		– Sell
-4,749
Closed -$214K – 2192
2015
Q3 		$214K Hold
4,749
– – ﹤0.01% 2107
2015
Q2 		$819K Buy
+4,749
New +$118K ﹤0.01% 1874

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Morgan Stanley
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Renaissance Technologies
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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.