Blueshift Asset Management’s H&R Block HRB Stock Holding History

Blueshift Asset 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	$248K	Sell	6,520 -8,699	-57%	-$303K	0.06%	433
2026 Q1	$483K	Buy	+15,219	New	+$530K	0.15%	207
2025 Q1	–	Sell	-17,081	Closed	-$903K	–	470
2024 Q4	$903K	Buy	+17,081	New	+$1M	0.33%	66
2023 Q2	–	Sell	-18,374	Closed	-$648K	–	405
2023 Q1	$648K	Sell	18,374 -12,137	-40%	-$449K	0.27%	103
2022 Q4	$1.11M	Buy	+30,511	New	+$1.24M	0.52%	43
2022 Q1	–	Sell	-95,321	Closed	-$2.25M	–	969
2021 Q4	$2.25M	Buy	95,321 +16,872	+22%	+$409K	0.2%	138
2021 Q3	$1.96M	Buy	+78,449	New	+$1.95M	0.11%	243
2021 Q2	–	Sell	-106,325	Closed	-$2.32M	–	1023
2021 Q1	$2.32M	Sell	106,325 -76	-0.1%	-$1.44K	0.24%	105
2020 Q4	$1.69M	Buy	+106,401	New	+$1.84M	0.2%	153
2020 Q3	–	Sell	-124,219	Closed	-$1.77M	–	672
2020 Q2	$1.77M	Buy	124,219 +109,209	+728%	+$1.73M	0.29%	107
2020 Q1	$211K	Sell	15,010 -65,484	-81%	-$1.37M	0.2%	130
2019 Q4	$1.89M	Buy	+80,494	New	+$1.93M	0.22%	133
2019 Q2	–	Sell	-12,825	Closed	-$307K	–	812
2019 Q1	$307K	Sell	12,825 -11,963	-48%	-$294K	0.04%	524
2018 Q4	$629K	Buy	+24,788	New	+$662K	0.12%	286

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

Blueshift Asset Management's HRB Position: Q2 2026 in Review

Blueshift Asset Management reduced its H&R Block (HRB) stake by 57% in Q2 2026, selling an estimated $303K and leaving 6,520 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #433.

Blueshift Asset Management first reported a position in HRB in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.32M in Q1 2021. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Blueshift Asset Management held 6,520 shares of H&R Block worth $248K as of Q2 2026.
Blueshift Asset Management sold 8,699 H&R Block shares in Q2 2026, an estimated $303K.
H&R Block made up 0.06% of Blueshift Asset Management's portfolio in Q2 2026, its #433 holding.
Blueshift Asset Management first reported a position in H&R Block in Q4 2018 and has held it in 14 quarters since.
Blueshift Asset Management's H&R Block position peaked at $2.32M in Q1 2021.
536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.