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Curio Wealth’s H&R Block HRB Stock Holding History

Curio Wealth’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 		– Sell
-87
Closed -$2.76K – 553
2026
Q1 		$2.76K Buy
87
+1
+1% +$35 ﹤0.01% 297
2025
Q4 		$3.74K Hold
86
– – ﹤0.01% 313
2025
Q3 		$4.35K Hold
86
– – ﹤0.01% 217
2025
Q2 		$4.72K Buy
86
+85
+8,500% +$4.91K ﹤0.01% 241
2025
Q1 		$4.54K Sell
1
-85
-99% -$4.54K ﹤0.01% 270
2024
Q4 		$4.54K Buy
+86
New +$5.05K ﹤0.01% 243

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 $3.38T AUM 44.17% 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

Curio Wealth's HRB Position: Q2 2026 in Review

Curio Wealth sold out of H&R Block (HRB) in Q2 2026, closing a stake of 87 shares — an estimated $2.76K sold.

Curio Wealth first reported a position in HRB in Q4 2024 and held it in 6 quarters. The position peaked at $4.72K in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Curio Wealth reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 87 H&R Block shares in Q2 2026, an estimated $2.76K.
  • Curio Wealth first reported a position in H&R Block in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's H&R Block position peaked at $4.72K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.