AlphaGrep UK’s H&R Block HRB Stock Holding History

AlphaGrep UK’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-14,169	Closed	-$450K	–	827
2026 Q1	$450K	Buy	14,169 +7,551	+114%	+$263K	0.13%	306
2025 Q4	$288K	Buy	+6,618	New	+$309K	0.1%	452

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaGrep UK's HRB Position: Q2 2026 in Review

AlphaGrep UK sold out of H&R Block (HRB) in Q2 2026, closing a stake of 14,169 shares — an estimated $450K sold.

AlphaGrep UK first reported a position in HRB in Q4 2025 and held it in 2 quarters. The position peaked at $450K in Q1 2026. 507 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

AlphaGrep UK reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
AlphaGrep UK sold 14,169 H&R Block shares in Q2 2026, an estimated $450K.
AlphaGrep UK first reported a position in H&R Block in Q4 2025 and held it in 2 quarters.
AlphaGrep UK's H&R Block position peaked at $450K in Q1 2026.
507 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.