de Morgan Stanley H&R Block HRB Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 83.2 M | Comprar |
2,185,522
+197,487
| +10% | +USD 6.88 M | ﹤0.01% | 1734 |
|
|
2026
Q1 | USD 63.1 M | Comprar |
1,988,035
+487,082
| +32% | +USD 17 M | ﹤0.01% | 1862 |
|
|
2025
Q4 | USD 65.4 M | Vender |
1,500,953
-327,876
| -18% | -USD 15.3 M | ﹤0.01% | 1831 |
|
|
2025
Q3 | USD 92.5 M | Vender |
1,828,829
-225,757
| -11% | -USD 11.9 M | 0.01% | 1468 |
|
|
2025
Q2 | USD 113 M | Vender |
2,054,586
-95,426
| -4% | -USD 5.51 M | 0.01% | 1235 |
|
|
2025
Q1 | USD 118 M | Vender |
2,150,012
-21,351
| -1% | -USD 1.14 M | 0.01% | 1127 |
|
|
2024
Q4 | USD 115 M | Comprar |
2,171,363
+2,768
| +0.1% | +USD 163 k | 0.01% | 1155 |
|
|
2024
Q3 | USD 138 M | Comprar |
2,168,595
+1,170,712
| +117% | +USD 69.8 M | 0.01% | 1031 |
|
|
2024
Q2 | USD 54.1 M | Vender |
997,883
-126,217
| -11% | -USD 6.28 M | ﹤0.01% | 1692 |
|
|
2024
Q1 | USD 55.2 M | Comprar |
1,124,100
+80,700
| +8% | +USD 3.83 M | ﹤0.01% | 1670 |
|
|
2023
Q4 | USD 50.5 M | Vender |
1,043,400
-163,125
| -14% | -USD 7.27 M | ﹤0.01% | 1717 |
|
|
2023
Q3 | USD 52 M | Vender |
1,206,525
-163,289
| -12% | -USD 6.03 M | 0.01% | 1539 |
|
|
2023
Q2 | USD 43.7 M | Comprar |
1,369,814
+369,027
| +37% | +USD 11.9 M | ﹤0.01% | 1692 |
|
|
2023
Q1 | USD 35.3 M | Vender |
1,000,787
-312,838
| -24% | -USD 11.6 M | ﹤0.01% | 1867 |
|
|
2022
Q4 | USD 48 M | Comprar |
1,313,625
+17,390
| +1% | +USD 707 k | 0.01% | 1535 |
|
|
2022
Q3 | USD 55.1 M | Vender |
1,296,235
-533,794
| -29% | -USD 22.6 M | 0.01% | 1254 |
|
|
2022
Q2 | USD 64.6 M | Comprar |
1,830,029
+800,767
| +78% | +USD 24.7 M | 0.01% | 1201 |
|
|
2022
Q1 | USD 26.8 M | Vender |
1,029,262
-76,623
| -7% | -USD 1.86 M | ﹤0.01% | 1812 |
|
|
2021
Q4 | USD 26.1 M | Vender |
1,105,885
-128,386
| -10% | -USD 3.11 M | ﹤0.01% | 1884 |
|
|
2021
Q3 | USD 30.9 M | Vender |
1,234,271
-6,326
| -0.5% | -USD 158 k | ﹤0.01% | 1678 |
|
|
2021
Q2 | USD 29.1 M | Vender |
1,240,597
-389,601
| -24% | -USD 9.22 M | ﹤0.01% | 1769 |
|
|
2021
Q1 | USD 35.5 M | Vender |
1,630,198
-257,070
| -14% | -USD 4.86 M | 0.01% | 1434 |
|
|
2020
Q4 | USD 29.9 M | Comprar |
1,887,268
+1,423,373
| +307% | +USD 24.6 M | ﹤0.01% | 1474 |
|
|
2020
Q3 | USD 7.56 M | Vender |
463,895
-1,314,522
| -74% | -USD 19.3 M | ﹤0.01% | 2297 |
|
|
2020
Q2 | USD 25.4 M | Comprar |
1,778,417
+1,329,554
| +296% | +USD 21 M | 0.01% | 1236 |
|
|
2020
Q1 | USD 6.32 M | Vender |
448,863
-643,095
| -59% | -USD 13.5 M | ﹤0.01% | 2222 |
|
|
2019
Q4 | USD 25.6 M | Comprar |
1,091,958
+809,634
| +287% | +USD 19.4 M | 0.01% | 1438 |
|
|
2019
Q3 | USD 6.67 M | Vender |
282,324
-208,808
| -43% | -USD 5.53 M | ﹤0.01% | 2560 |
|
|
2019
Q2 | USD 14.4 M | Vender |
491,132
-114,836
| -19% | -USD 3.09 M | ﹤0.01% | 1782 |
|
|
2019
Q1 | USD 14.5 M | Vender |
605,968
-1,308,428
| -68% | -USD 32.2 M | ﹤0.01% | 1703 |
|
|
2018
Q4 | USD 48.6 M | Vender |
1,914,396
-38,316
| -2% | -USD 1.02 M | 0.01% | 829 |
|
|
2018
Q3 | USD 50.3 M | Comprar |
1,952,712
+1,495,682
| +327% | +USD 37.9 M | 0.01% | 957 |
|
|
2018
Q2 | USD 10.4 M | Vender |
457,030
-908,279
| -67% | -USD 24.1 M | ﹤0.01% | 2336 |
|
|
2018
Q1 | USD 34.7 M | Vender |
1,365,309
-374,158
| -22% | -USD 9.8 M | 0.01% | 1184 |
|
|
2017
Q4 | USD 45.6 M | Comprar |
1,739,467
+204,327
| +13% | +USD 5.3 M | 0.01% | 1011 |
|
|
2017
Q3 | USD 40.7 M | Vender |
1,535,140
-787,564
| -34% | -USD 22.9 M | 0.01% | 1031 |
|
|
2017
Q2 | USD 71.8 M | Comprar |
2,322,704
+208,249
| +10% | +USD 5.47 M | 0.02% | 720 |
|
|
2017
Q1 | USD 49.2 M | Comprar |
2,114,455
+384,634
| +22% | +USD 8.6 M | 0.02% | 915 |
|
|
2016
Q4 | USD 39.8 M | Comprar |
1,729,821
+21,954
| +1% | +USD 502 k | 0.01% | 1025 |
|
|
2016
Q3 | USD 39.5 M | Vender |
1,707,867
-709,318
| -29% | -USD 16.6 M | 0.01% | 986 |
|
|
2016
Q2 | USD 55.6 M | Comprar |
2,417,185
+1,980,857
| +454% | +USD 44 M | 0.02% | 745 |
|
|
2016
Q1 | USD 11.5 M | Vender |
436,328
-134,931
| -24% | -USD 4.24 M | ﹤0.01% | 1743 |
|
|
2015
Q4 | USD 19 M | Vender |
571,259
-2,331,975
| -80% | -USD 82.9 M | 0.01% | 1440 |
|
|
2015
Q3 | USD 105 M | Vender |
2,903,234
-399,598
| -12% | -USD 13.5 M | 0.04% | 453 |
|
|
2015
Q2 | USD 97.9 M | Comprar |
3,302,832
+1,130,085
| +52% | +USD 35.4 M | 0.03% | 517 |
|
|
2015
Q1 | USD 69.7 M | Comprar |
2,172,747
+958,257
| +79% | +USD 32.1 M | 0.03% | 661 |
|
|
2014
Q4 | USD 40.9 M | Vender |
1,214,490
-1,363,177
| -53% | -USD 43.7 M | 0.02% | 969 |
|
|
2014
Q3 | USD 79.9 M | Vender |
2,577,667
-2,104,168
| -45% | -USD 68.6 M | 0.03% | 608 |
|
|
2014
Q2 | USD 157 M | Comprar |
4,681,835
+3,314,306
| +242% | +USD 98.7 M | 0.06% | 354 |
|
|
2014
Q1 | USD 41.3 M | Comprar |
1,367,529
+296,909
| +28% | +USD 8.91 M | 0.02% | 855 |
|
|
2013
Q4 | USD 31.1 M | Comprar |
1,070,620
+184,447
| +21% | +USD 5.24 M | 0.01% | 1034 |
|
|
2013
Q3 | USD 23.6 M | Vender |
886,173
-420,696
| -32% | -USD 12.2 M | 0.01% | 1107 |
|
|
2013
Q2 | USD 36.3 M | Comprar |
+1,306,869
| Nuevas | +USD 37.3 M | 0.02% | 796 |
|
Otros fondos que tienen HRB en su cartera
Posición de Morgan Stanley en HRB: resumen de T2 2026
Morgan Stanley aumentó su participación en H&R Block (HRB) en 9.9% durante T2 2026, al comprar aproximadamente USD 6.88 M y elevar la posición a 2,185,522 acciones con un valor de USD 83.2 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1734.
Morgan Stanley reportó por primera vez una posición en HRB en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 157 M en T2 2014. Al cierre de T2 2026, 542 fondos que sigue Wall St. Rank mantienen una posición en HRB.
- Al cierre de T2 2026, Morgan Stanley tenía 2,185,522 acciones de H&R Block con un valor de USD 83.2 M.
- Morgan Stanley compró 197,487 acciones de H&R Block en T2 2026, por un monto estimado de USD 6.88 M.
- H&R Block representó ﹤0.01% de la cartera de Morgan Stanley en T2 2026 y fue su posición número 1734.
- Morgan Stanley reportó por primera vez una posición en H&R Block en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Morgan Stanley en H&R Block alcanzó su máximo de USD 157 M en T2 2014.
- Al cierre de T2 2026, 542 fondos que sigue Wall St. Rank tenían H&R Block en cartera.
Según el Informe 13F de Morgan Stanley correspondiente a T2 2026, presentado el 13 ago 2026.