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

Cresset 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
2025 Q2	–	Sell	-8,522	Closed	-$471K	–	1602
2025 Q1	$471K	Sell	8,522 -1,062	-11%	-$56.8K	﹤0.01%	1095
2024 Q4	$509K	Sell	9,584 -16,737	-64%	-$984K	﹤0.01%	1073
2024 Q3	$1.68M	Buy	26,321 +8,213	+45%	+$490K	0.01%	895
2024 Q2	$986K	Buy	18,108 +4,806	+36%	+$239K	﹤0.01%	1074
2024 Q1	$657K	Buy	13,302 +963	+8%	+$45.8K	﹤0.01%	1197
2023 Q4	$600K	Buy	12,339 +678	+6%	+$30.2K	﹤0.01%	1134
2023 Q3	$505K	Buy	11,661 +3,449	+42%	+$127K	﹤0.01%	1178
2023 Q2	$263K	Buy	+8,212	New	+$265K	﹤0.01%	1584
2019 Q2	–	Sell	-112	Closed	-$3K	–	996
2019 Q1	$3K	Sell	112 -112	-50%	-$2.75K	﹤0.01%	1516
2018 Q4	$6K	Buy	+224	New	+$5.98K	﹤0.01%	973

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cresset Asset Management's HRB Position: Q2 2025 in Review

Cresset Asset Management sold out of H&R Block (HRB) in Q2 2025, closing a stake of 8,522 shares — an estimated $471K sold.

Cresset Asset Management first reported a position in HRB in Q4 2018 and held it in 10 quarters. The position peaked at $1.68M in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

Cresset Asset Management reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 8,522 H&R Block shares in Q2 2025, an estimated $471K.
Cresset Asset Management first reported a position in H&R Block in Q4 2018 and held it in 10 quarters.
Cresset Asset Management's H&R Block position peaked at $1.68M in Q3 2024.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.