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Blue Whale Capital’s H&R Block HRB Stock Holding History

Blue Whale Capital’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
2025
Q3 		– Sell
-86,990
Closed -$4.77M – 24
2025
Q2 		$4.77M Sell
86,990
-473,917
-84% -$27.4M 0.31% 20
2025
Q1 		$30.8M Buy
560,907
+71,217
+15% +$3.81M 2.49% 17
2024
Q4 		$25.9M Sell
489,690
-21,792
-4% -$1.28M 1.92% 18
2024
Q3 		$32.5M Sell
511,482
-231,018
-31% -$13.8M 2.53% 15
2024
Q2 		$40.3M Buy
742,500
+92,500
+14% +$4.6M 3.84% 12
2024
Q1 		$31.9M Buy
650,000
+245,000
+60% +$11.6M 3.37% 12
2023
Q4 		$19.6M Buy
405,000
+350,000
+636% +$15.6M 2.51% 14
2023
Q3 		$2.37M Buy
+55,000
New +$2.03M 0.38% 16

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Blue Whale Capital's HRB Position: Q3 2025 in Review

Blue Whale Capital sold out of H&R Block (HRB) in Q3 2025, closing a stake of 86,990 shares — an estimated $4.77M sold.

Blue Whale Capital first reported a position in HRB in Q3 2023 and held it in 8 quarters. The position peaked at $40.3M in Q2 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Blue Whale Capital reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Blue Whale Capital sold 86,990 H&R Block shares in Q3 2025, an estimated $4.77M.
  • Blue Whale Capital first reported a position in H&R Block in Q3 2023 and held it in 8 quarters.
  • Blue Whale Capital's H&R Block position peaked at $40.3M in Q2 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Blue Whale Capital's 13F filing for Q3 2025, filed 13 Nov 2025.