Aviso Wealth Management’s H&R Block HRB Stock Holding History

Aviso Wealth 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 Q1	$303K	Sell	9,554 -1,007	-10%	-$35.1K	0.14%	116
2025 Q4	$460K	Hold	10,561	–	–	0.19%	100
2025 Q3	$534K	Sell	10,561 -1,356	-11%	-$71.7K	0.23%	89
2025 Q2	$654K	Hold	11,917	–	–	0.31%	77
2025 Q1	$654K	Hold	11,917	–	–	0.35%	75
2024 Q4	$630K	Hold	11,917	–	–	0.32%	78
2024 Q3	$757K	Sell	11,917 -500	-4%	-$29.8K	0.41%	67
2024 Q2	$673K	Sell	12,417 -125	-1%	-$6.22K	0.4%	65
2024 Q1	$616K	Buy	12,542 +642	+5%	+$30.5K	0.39%	66
2023 Q4	$576K	Buy	+11,900	New	+$530K	0.42%	60

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviso Wealth Management's HRB Position: Q1 2026 in Review

Aviso Wealth Management reduced its H&R Block (HRB) stake by 9.5% in Q1 2026, selling an estimated $35.1K and leaving 9,554 shares worth $303K. The position accounts for 0.14% of the portfolio, ranked #116.

Aviso Wealth Management first reported a position in HRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $757K in Q3 2024. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Aviso Wealth Management held 9,554 shares of H&R Block worth $303K as of Q1 2026.
Aviso Wealth Management sold 1,007 H&R Block shares in Q1 2026, an estimated $35.1K.
H&R Block made up 0.14% of Aviso Wealth Management's portfolio in Q1 2026, its #116 holding.
Aviso Wealth Management first reported a position in H&R Block in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's H&R Block position peaked at $757K in Q3 2024.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.