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 Q2	$367K	Buy	9,639 +85	+0.9%	+$2.96K	0.13%	114
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 $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

Aviso Wealth Management's HRB Position: Q2 2026 in Review

Aviso Wealth Management increased its H&R Block (HRB) stake by 0.89% in Q2 2026, buying an estimated $2.96K and bringing the position to 9,639 shares worth $367K. The position accounts for 0.13% of the portfolio, ranked #114.

Aviso Wealth Management first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $757K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Aviso Wealth Management held 9,639 shares of H&R Block worth $367K as of Q2 2026.
Aviso Wealth Management bought 85 H&R Block shares in Q2 2026, an estimated $2.96K.
H&R Block made up 0.13% of Aviso Wealth Management's portfolio in Q2 2026, its #114 holding.
Aviso Wealth Management first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's H&R Block position peaked at $757K in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.