A
HRB icon

AlphaQuest’s H&R Block HRB Stock Holding History

AlphaQuest’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
Q1 		– Sell
-10,985
Closed -$479K – 922
2025
Q4 		$479K Buy
10,985
+4,895
+80% +$229K 0.03% 865
2025
Q3 		$308K Buy
+6,090
New +$322K 0.02% 1140
2025
Q2 		– Sell
-5,864
Closed -$322K – 2127
2025
Q1 		$322K Sell
5,864
-5,523
-49% -$295K 0.04% 731
2024
Q4 		$602K Sell
11,387
-954
-8% -$56.1K 0.08% 393
2024
Q3 		$784K Buy
12,341
+11,627
+1,628% +$693K 0.07% 466
2024
Q2 		$38.7K Buy
714
+689
+2,756% +$34.3K 0.01% 1154
2024
Q1 		$1.23K Buy
+25
New +$1.19K ﹤0.01% 1286

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return