Destiny Wealth Partners’s H&R Block HRB Stock Holding History

Destiny Wealth Partners’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	-2,704	Closed	-$85.8K	–	555
2026 Q1	$85.8K	Buy	+2,704	New	+$94.2K	0.01%	364

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Destiny Wealth Partners's HRB Position: Q2 2026 in Review

Destiny Wealth Partners sold out of H&R Block (HRB) in Q2 2026, closing a stake of 2,704 shares — an estimated $85.8K sold.

Destiny Wealth Partners first reported a position in HRB in Q1 2026 and held it in 1 quarter. The position peaked at $85.8K in Q1 2026. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Destiny Wealth Partners reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 2,704 H&R Block shares in Q2 2026, an estimated $85.8K.
Destiny Wealth Partners first reported a position in H&R Block in Q1 2026 and held it in 1 quarter.
Destiny Wealth Partners's H&R Block position peaked at $85.8K in Q1 2026.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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