Aster Capital Management’s H&R Block HRB Stock Holding History

Aster Capital Management’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	-8,147	Closed	-$447K	–	1029
2026 Q1	$447K	Buy	+8,147	New	+$284K	0.15%	145

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Aster Capital Management's HRB Position: Q2 2026 in Review

Aster Capital Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 8,147 shares — an estimated $447K sold.

Aster Capital Management first reported a position in HRB in Q1 2026 and held it in 1 quarter. The position peaked at $447K in Q1 2026. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Aster Capital Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Aster Capital Management sold 8,147 H&R Block shares in Q2 2026, an estimated $447K.
Aster Capital Management first reported a position in H&R Block in Q1 2026 and held it in 1 quarter.
Aster Capital Management's H&R Block position peaked at $447K in Q1 2026.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.