DiNuzzo Private Wealth’s H&R Block HRB Stock Holding History

DiNuzzo Private 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	$457	Hold	12	–	–	﹤0.01%	1123
2026 Q1	$381	Sell	12 -10	-45%	-$348	﹤0.01%	1146
2025 Q4	$959	Sell	22 -3	-12%	-$140	﹤0.01%	887
2025 Q3	$1.26K	Sell	25 -2	-7%	-$106	﹤0.01%	797
2025 Q2	$1.48K	Sell	27 -1	-4%	-$58	﹤0.01%	722
2025 Q1	$1.54K	Buy	28 +1	+4%	+$53	﹤0.01%	683
2024 Q4	$1.43K	Hold	27	–	–	﹤0.01%	724
2024 Q3	$1.72K	Hold	27	–	–	﹤0.01%	667
2024 Q2	$1.47K	Buy	27 +4	+17%	+$199	﹤0.01%	629
2024 Q1	$1.13K	Hold	23	–	–	﹤0.01%	682
2023 Q4	$1.11K	Buy	+23	New	+$1.02K	﹤0.01%	656

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

DiNuzzo Private Wealth's HRB Position: Q2 2026 in Review

DiNuzzo Private Wealth held its H&R Block (HRB) position steady in Q2 2026 at 12 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

DiNuzzo Private Wealth first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72K in Q3 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

DiNuzzo Private Wealth held 12 shares of H&R Block worth $457 as of Q2 2026.
DiNuzzo Private Wealth left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1123 holding.
DiNuzzo Private Wealth first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's H&R Block position peaked at $1.72K in Q3 2024.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.