Edgestream Partners’s H&R Block HRB Stock Holding History

Edgestream 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	$1.73M	Buy	+45,473	New	+$1.58M	0.05%	557
2025 Q3	–	Sell	-21,569	Closed	-$1.18M	–	962
2025 Q2	$1.18M	Sell	21,569 -171,999	-89%	-$9.93M	0.03%	616
2025 Q1	$10.6M	Buy	+193,568	New	+$10.3M	0.36%	29
2024 Q2	–	Sell	-64,129	Closed	-$3.15M	–	928
2024 Q1	$3.15M	Buy	+64,129	New	+$3.05M	0.16%	220
2023 Q4	–	Sell	-12,586	Closed	-$542K	–	934
2023 Q3	$542K	Buy	+12,586	New	+$465K	0.04%	577
2023 Q2	–	Sell	-23,028	Closed	-$812K	–	794
2023 Q1	$812K	Sell	23,028 -46,605	-67%	-$1.72M	0.09%	331
2022 Q4	$2.54M	Buy	69,633 +54,071	+347%	+$2.2M	0.29%	102
2022 Q3	$662K	Sell	15,562 -37,004	-70%	-$1.57M	0.05%	324
2022 Q2	$1.86M	Buy	52,566 +21,556	+70%	+$665K	0.15%	215
2022 Q1	$808K	Sell	31,010 -53,518	-63%	-$1.3M	0.06%	360
2021 Q4	$1.99M	Buy	+84,528	New	+$2.05M	0.12%	233
2021 Q2	–	Sell	-70,522	Closed	-$1.54M	–	493
2021 Q1	$1.54M	Buy	+70,522	New	+$1.33M	0.09%	263
2020 Q4	–	Sell	-104,544	Closed	-$1.7M	–	384
2020 Q3	$1.7M	Buy	104,544 +78,666	+304%	+$1.16M	0.11%	197
2020 Q2	$370K	Sell	25,878 -19,816	-43%	-$313K	0.02%	280
2020 Q1	$643K	Sell	45,694 -174,141	-79%	-$3.65M	0.06%	224
2019 Q4	$5.16M	Buy	219,835 +149,496	+213%	+$3.59M	0.27%	112
2019 Q3	$1.66M	Buy	+70,339	New	+$1.86M	0.16%	150

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

Edgestream Partners's HRB Position: Q2 2026 in Review

Edgestream Partners opened a new position in H&R Block (HRB) in Q2 2026: 45,473 shares worth $1.73M. The stake represents 0.05% of the portfolio and ranks #557 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in HRB as recently as Q2 2025.

Edgestream Partners first reported a position in HRB in Q3 2019 and has held it in 17 quarters since. The position peaked at $10.6M in Q1 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Edgestream Partners held 45,473 shares of H&R Block worth $1.73M as of Q2 2026.
H&R Block was a new Edgestream Partners position in Q2 2026.
H&R Block made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #557 holding.
Edgestream Partners first reported a position in H&R Block in Q3 2019 and has held it in 17 quarters since.
Edgestream Partners's H&R Block position peaked at $10.6M in Q1 2025.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.