Bell Investment Advisors, Inc
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1890149
ORINDA, CA
Position in EDU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,203
+$561 QoQ
Shares Held
48
+65.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 169 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Bell Investment Advisors, Inc holds $22,253 across 8 Education & Training Services names. EDU ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
542 | $5,186 | |
| 2 | LAUR |
Laureate Education, Inc.
|
141 | $5,121 | |
| 3 | LOPE |
Grand Canyon Education, Inc.
|
28 | $4,007 | |
| 4 | CVSA |
Covista Inc.
|
21 | $2,617 | |
| 5 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
48 | $2,203 | |
| 6 | LRN |
Stride, Inc.
|
20 | $1,724 | |
| 7 | PRDO |
PERDOCEO EDUCATION Corp
|
40 | $1,280 | |
| 8 | CHGG |
Chegg, Inc
|
114 | $115 |
All Filings in EDU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,203 | 48 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,642 | 29 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,595 | 29 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,539 | 29 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,697 | 50 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,346 | 70 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,786 | 59 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,792 | 50 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,886 | 50 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,341 | 50 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,664 | 50 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,161 | 54 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,448 | 62 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,243 | 84 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,541 | 73 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,246 | 52 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,058 | 52 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $105 | 504 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||