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West Family Investments’s New Oriental EDU Stock Holding History

West Family Investments’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
2026
Q2 		$321K Buy
6,989
+135
+2% +$6.86K 0.09% 304
2026
Q1 		$388K Sell
6,854
-103
-1% -$5.88K 0.14% 141
2025
Q4 		$383K Hold
6,957
– – 0.09% 220
2025
Q3 		$369K Buy
6,957
+103
+2% +$5.08K 0.08% 243
2025
Q2 		$370K Hold
6,854
– – 0.1% 224
2025
Q1 		$328K Hold
6,854
– – 0.12% 160
2024
Q4 		$440K Sell
6,854
-103
-1% -$6.6K 0.15% 138
2024
Q3 		$528K Hold
6,957
– – 0.18% 115
2024
Q2 		$541K Hold
6,957
– – 0.16% 102
2024
Q1 		$604K Hold
6,957
– – 0.19% 97
2023
Q4 		$510K Hold
6,957
– – 0.17% 95
2023
Q3 		$407K Hold
6,957
– – 0.14% 112
2023
Q2 		$275K Hold
6,957
– – 0.11% 170
2023
Q1 		$269K Hold
6,957
– – 0.11% 145
2022
Q4 		$242K Buy
+6,957
New +$197K 0.08% 191
2022
Q2 		– Sell
-1,899
Closed -$22K – 260
2022
Q1 		$22K Buy
+1,899
New +$27.6K 0.01% 290
2021
Q4 		– Sell
-7,893
Closed -$162K – 342
2021
Q3 		$162K Buy
+7,893
New +$251K 0.04% 314

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

West Family Investments's EDU Position: Q2 2026 in Review

West Family Investments increased its New Oriental (EDU) stake by 2% in Q2 2026, buying an estimated $6.86K and bringing the position to 6,989 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #304.

West Family Investments first reported a position in EDU in Q3 2021 and has held it in 17 quarters since. The position peaked at $604K in Q1 2024. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • West Family Investments held 6,989 shares of New Oriental worth $321K as of Q2 2026.
  • West Family Investments bought 135 New Oriental shares in Q2 2026, an estimated $6.86K.
  • New Oriental made up 0.09% of West Family Investments's portfolio in Q2 2026, its #304 holding.
  • West Family Investments first reported a position in New Oriental in Q3 2021 and has held it in 17 quarters since.
  • West Family Investments's New Oriental position peaked at $604K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.