EverSource Wealth Advisors, LLC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1710537
BIRMINGHAM, AL
Position in EDU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$30,578
+$16,218 QoQ
Shares Held
540
+106.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 177 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $885,043 across 22 Education & Training Services names. EDU ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
1,993 | $229,690 | |
| 2 | LAUR |
Laureate Education, Inc.
|
5,349 | $186,354 | |
| 3 | LOPE |
Grand Canyon Education, Inc.
|
790 | $134,318 | |
| 4 | LINC |
Lincoln Educational Services Corp
|
2,436 | $99,094 | |
| 5 | STRA |
Strategic Education, Inc.
|
466 | $38,655 | |
| 6 | LRN |
Stride, Inc.
|
432 | $38,084 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
540 | $30,578 | |
| 8 | TAL |
TAL Education Group
|
2,149 | $24,431 |
All Filings in EDU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,578 | 540 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,360 | 261 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,833 | 223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,885 | 313 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,258 | 110 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,368 | 146 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,573 | 179 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,015 | 116 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,951 | 34 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,978 | 27 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,580 | 27 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,210 | 56 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,698 | 44 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,114 | 32 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,823 | 535 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||