Arax Advisory Partners’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$692K Buy
18,184
+17,724
+3,853% +$618K ﹤0.01% 1424
2026
Q1
$16.6K Sell
460
-1,282
-74% -$44.7K ﹤0.01% 2193
2025
Q4
$75.9K Sell
1,742
-7,874
-82% -$368K ﹤0.01% 1436
2025
Q3
$486K Buy
9,616
+7,079
+279% +$374K 0.01% 912
2025
Q2
$140K Sell
2,537
-47
-2% -$2.71K 0.01% 798
2025
Q1
$142K Sell
2,584
-171
-6% -$9.14K 0.01% 616
2024
Q4
$146K Buy
2,755
+1,455
+112% +$85.5K 0.01% 570
2024
Q3
$82.6K Buy
1,300
+298
+30% +$17.8K 0.01% 546
2024
Q2
$54.3K Buy
+1,002
New +$49.9K 0.01% 628

Other funds holding HRB

Arax Advisory Partners's HRB Position: Q2 2026 in Review

Arax Advisory Partners increased its H&R Block (HRB) stake by 3,853% in Q2 2026, buying an estimated $618K and bringing the position to 18,184 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Arax Advisory Partners first reported a position in HRB in Q2 2024 and has held it in 9 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Arax Advisory Partners held 18,184 shares of H&R Block worth $692K as of Q2 2026.
  • Arax Advisory Partners bought 17,724 H&R Block shares in Q2 2026, an estimated $618K.
  • H&R Block made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1424 holding.
  • Arax Advisory Partners first reported a position in H&R Block in Q2 2024 and has held it in 9 quarters since.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.