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

Bartlett & Co 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	–	Sell	-10,000	Closed	-$440K	–	1324
2025 Q4	$440K	Hold	10,000	–	–	0.01%	348
2025 Q3	$510K	Hold	10,000	–	–	0.01%	335
2025 Q2	$553K	Hold	10,000	–	–	0.01%	317
2025 Q1	$553K	Hold	10,000	–	–	0.01%	317
2024 Q4	$532K	Hold	10,000	–	–	0.01%	317
2024 Q3	$639K	Hold	10,000	–	–	0.01%	306
2024 Q2	$546K	Hold	10,000	–	–	0.01%	313
2024 Q1	$494K	Hold	10,000	–	–	0.01%	328
2023 Q4	$493K	Hold	10,000	–	–	0.01%	353
2023 Q3	$434K	Hold	10,000	–	–	0.01%	353
2023 Q2	$322K	Hold	10,000	–	–	0.01%	395
2023 Q1	$355K	Hold	10,000	–	–	0.01%	320
2022 Q4	$368K	Sell	10,000 -3,200	-24%	-$130K	0.01%	316
2022 Q3	$565K	Hold	13,200	–	–	0.01%	265
2022 Q2	$470K	Hold	13,200	–	–	0.01%	288
2022 Q1	$347K	Hold	13,200	–	–	0.01%	333
2021 Q4	$315K	Hold	13,200	–	–	0.01%	346
2021 Q3	$334K	Hold	13,200	–	–	0.01%	298
2021 Q2	$314K	Hold	13,200	–	–	0.01%	300
2021 Q1	$291K	Hold	13,200	–	–	0.01%	303
2020 Q4	$213K	Hold	13,200	–	–	﹤0.01%	324
2020 Q3	$218K	Hold	13,200	–	–	0.01%	301
2020 Q2	$192K	Hold	13,200	–	–	0.01%	315
2020 Q1	$189K	Hold	13,200	–	–	0.01%	300
2019 Q4	$313K	Hold	13,200	–	–	0.01%	289
2019 Q3	$315K	Buy	+13,200	New	+$349K	0.01%	289

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

Bartlett & Co Wealth Management's HRB Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 10,000 shares — an estimated $440K sold.

Bartlett & Co Wealth Management first reported a position in HRB in Q3 2019 and held it in 26 quarters. The position peaked at $639K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 10,000 H&R Block shares in Q1 2026, an estimated $440K.
Bartlett & Co Wealth Management first reported a position in H&R Block in Q3 2019 and held it in 26 quarters.
Bartlett & Co Wealth Management's H&R Block position peaked at $639K in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.