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Cherry Tree Wealth Management’s H&R Block HRB Stock Holding History

Cherry Tree 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 		$11.4K Hold
358
– – ﹤0.01% 407
2025
Q4 		$15.6K Hold
358
– – ﹤0.01% 374
2025
Q3 		$18.1K Sell
358
-91
-20% -$4.81K ﹤0.01% 350
2025
Q2 		$24.6K Sell
449
-74
-14% -$4.27K 0.01% 314
2025
Q1 		$28.7K Buy
523
+74
+16% +$3.96K 0.01% 304
2024
Q4 		$23.7K Hold
449
– – 0.01% 314
2024
Q3 		$28.5K Hold
449
– – 0.01% 304
2024
Q2 		$24.4K Sell
449
-40
-8% -$1.99K 0.01% 309
2024
Q1 		$24K Hold
489
– – 0.01% 307
2023
Q4 		$23.7K Sell
489
-478
-49% -$21.3K 0.01% 293
2023
Q3 		$41.6K Hold
967
– – 0.01% 241
2023
Q2 		$30.8K Buy
+967
New +$31.2K 0.01% 258

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cherry Tree Wealth Management's HRB Position: Q1 2026 in Review

Cherry Tree Wealth Management held its H&R Block (HRB) position steady in Q1 2026 at 358 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Cherry Tree Wealth Management first reported a position in HRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $41.6K in Q3 2023. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Cherry Tree Wealth Management held 358 shares of H&R Block worth $11.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its H&R Block share count unchanged in Q1 2026.
  • H&R Block made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #407 holding.
  • Cherry Tree Wealth Management first reported a position in H&R Block in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's H&R Block position peaked at $41.6K in Q3 2023.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.