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

Darwin 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
Q2 		$3.6K Buy
94
+2
+2% +$70 ﹤0.01% 472
2026
Q1 		$2.92K Buy
92
+1
+1% +$35 ﹤0.01% 461
2025
Q4 		$3.97K Buy
91
+1
+1% +$47 ﹤0.01% 469
2025
Q3 		$4.57K Buy
90
+1
+1% +$53 ﹤0.01% 433
2025
Q2 		$4.93K Sell
89
-450
-83% -$26K ﹤0.01% 416
2025
Q1 		$28.5K Hold
539
– – 0.01% 268
2024
Q4 		$28.5K Hold
539
– – 0.01% 268
2024
Q3 		$34.3K Buy
+539
New +$32.1K 0.01% 258
2020
Q2 		– Sell
-538
Closed -$7K – 409
2020
Q1 		$7K Buy
+538
New +$11.3K ﹤0.01% 544

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

Darwin Wealth Management's HRB Position: Q2 2026 in Review

Darwin Wealth Management increased its H&R Block (HRB) stake by 2.2% in Q2 2026, buying an estimated $70 and bringing the position to 94 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Darwin Wealth Management first reported a position in HRB in Q1 2020 and has held it in 9 quarters since. The position peaked at $34.3K in Q3 2024. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Darwin Wealth Management held 94 shares of H&R Block worth $3.6K as of Q2 2026.
  • Darwin Wealth Management bought 2 H&R Block shares in Q2 2026, an estimated $70.
  • H&R Block made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #472 holding.
  • Darwin Wealth Management first reported a position in H&R Block in Q1 2020 and has held it in 9 quarters since.
  • Darwin Wealth Management's H&R Block position peaked at $34.3K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.