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Choreo LLC’s H&R Block HRB Stock Holding History

Choreo LLC’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 		$619K Buy
16,060
+1,149
+8% +$40K 0.01% 875
2026
Q1 		$481K Buy
14,911
+1,954
+15% +$68.1K 0.01% 962
2025
Q4 		$564K Sell
12,957
-131
-1% -$6.12K 0.01% 869
2025
Q3 		$669K Sell
13,088
-4,355
-25% -$230K 0.01% 795
2025
Q2 		$964K Buy
17,443
+2,685
+18% +$155K 0.01% 610
2025
Q1 		$816K Sell
14,758
-5,769
-28% -$308K 0.01% 628
2024
Q4 		$1.08M Buy
20,527
+892
+5% +$52.4K 0.02% 551
2024
Q3 		$1.24M Buy
19,635
+2,901
+17% +$173K 0.02% 499
2024
Q2 		$916K Buy
16,734
+8,134
+95% +$405K 0.02% 558
2024
Q1 		$422K Buy
8,600
+656
+8% +$31.2K 0.01% 457
2023
Q4 		$387K Hold
7,944
– – 0.01% 452
2023
Q3 		$345K Hold
7,944
– – 0.01% 347
2023
Q2 		$255K Sell
7,944
-112
-1% -$3.62K 0.01% 400
2023
Q1 		$286K Sell
8,056
-323
-4% -$11.9K 0.01% 395
2022
Q4 		$308K Hold
8,379
– – 0.02% 189
2022
Q3 		$359K Sell
8,379
-21
-0.3% -$889 0.02% 150
2022
Q2 		$299K Buy
8,400
+21
+0.3% +$648 0.02% 170
2022
Q1 		$220K Sell
8,379
-5,128
-38% -$124K 0.01% 214
2021
Q4 		$318K Sell
13,507
-109
-0.8% -$2.64K 0.02% 178
2021
Q3 		$344K Hold
13,616
– – 0.02% 163
2021
Q2 		$323K Sell
13,616
-566
-4% -$13.4K 0.02% 169
2021
Q1 		$313K Hold
14,182
– – 0.02% 152
2020
Q4 		$229K Sell
14,182
-1,620
-10% -$28K 0.02% 179
2020
Q3 		$262K Buy
+15,802
New +$232K 0.02% 156
2020
Q2 		– Sell
-10,028
Closed -$144K – 188
2020
Q1 		$144K Hold
10,028
– – 0.02% 172
2019
Q4 		$238K Sell
10,028
-636
-6% -$15.3K 0.02% 176
2019
Q3 		$252K Buy
10,664
+109
+1% +$2.88K 0.03% 164
2019
Q2 		$312K Buy
10,555
+567
+6% +$15.2K 0.04% 153
2019
Q1 		$242K Buy
9,988
+16
+0.2% +$393 0.03% 174
2018
Q4 		$256K Sell
9,972
-22
-0.2% -$587 0.04% 156
2018
Q3 		$260K Sell
9,994
-483
-5% -$12.3K 0.03% 183
2018
Q2 		$241K Buy
10,477
+20
+0.2% +$531 0.03% 214
2018
Q1 		$268K Sell
10,457
-1,486
-12% -$39.1K 0.03% 230
2017
Q4 		$316K Sell
11,943
-716
-6% -$18.6K 0.04% 215
2017
Q3 		$338K Buy
12,659
+1,507
+14% +$43.8K 0.04% 202
2017
Q2 		$347K Sell
11,152
-62
-0.6% -$1.63K 0.05% 190
2017
Q1 		$263K Buy
11,214
+19
+0.2% +$425 0.04% 217
2016
Q4 		$260K Sell
11,195
-1,398
-11% -$32K 0.04% 202
2016
Q3 		$294K Hold
12,593
– – 0.05% 173
2016
Q2 		$292K Sell
12,593
-1,476
-10% -$32.8K 0.06% 157
2016
Q1 		$375K Buy
14,069
+2,255
+19% +$70.8K 0.08% 121
2015
Q4 		$396K Sell
11,814
-1,846
-14% -$65.6K 0.09% 97
2015
Q3 		$497K Sell
13,660
-76
-0.6% -$2.57K 0.13% 83
2015
Q2 		$410K Buy
13,736
+291
+2% +$9.13K 0.1% 96
2015
Q1 		$434K Sell
13,445
-188
-1% -$6.29K 0.11% 92
2014
Q4 		$462K Sell
13,633
-1,495
-10% -$47.9K 0.12% 83
2014
Q3 		$472K Hold
15,128
– – 0.14% 72
2014
Q2 		$510K Sell
15,128
-100
-0.7% -$2.98K 0.14% 72
2014
Q1 		$463K Buy
+15,228
New +$457K 0.14% 69

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Choreo LLC's HRB Position: Q2 2026 in Review

Choreo LLC increased its H&R Block (HRB) stake by 7.7% in Q2 2026, buying an estimated $40K and bringing the position to 16,060 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #875.

Choreo LLC first reported a position in HRB in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.24M in Q3 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Choreo LLC held 16,060 shares of H&R Block worth $619K as of Q2 2026.
  • Choreo LLC bought 1,149 H&R Block shares in Q2 2026, an estimated $40K.
  • H&R Block made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #875 holding.
  • Choreo LLC first reported a position in H&R Block in Q1 2014 and has held it in 49 quarters since.
  • Choreo LLC's H&R Block position peaked at $1.24M in Q3 2024.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.