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BW Gestao de Investimentos’s H&R Block HRB Stock Holding History

BW Gestao de Investimentos’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
Q2 		– Sell
-20,100
Closed -$1.1M – 123
2025
Q1 		$1.1M Hold
20,100
– – 0.03% 93
2024
Q4 		$1.06M Buy
+20,100
New +$1.18M 0.03% 118

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BW Gestao de Investimentos's HRB Position: Q2 2025 in Review

BW Gestao de Investimentos sold out of H&R Block (HRB) in Q2 2025, closing a stake of 20,100 shares — an estimated $1.1M sold.

BW Gestao de Investimentos first reported a position in HRB in Q4 2024 and held it in 2 quarters. The position peaked at $1.1M in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • BW Gestao de Investimentos reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • BW Gestao de Investimentos sold 20,100 H&R Block shares in Q2 2025, an estimated $1.1M.
  • BW Gestao de Investimentos first reported a position in H&R Block in Q4 2024 and held it in 2 quarters.
  • BW Gestao de Investimentos's H&R Block position peaked at $1.1M in Q1 2025.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on BW Gestao de Investimentos's 13F filing for Q2 2025, filed 14 Aug 2025.