Envestnet Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.98M | Buy |
52,114
+22,330
| +75% | +$778K | ﹤0.01% | 3164 |
|
|
2026
Q1 | $945K | Sell |
29,784
-17,492
| -37% | -$610K | ﹤0.01% | 3505 |
|
|
2025
Q4 | $2.06M | Sell |
47,276
-5,844
| -11% | -$273K | ﹤0.01% | 2801 |
|
|
2025
Q3 | $2.69M | Sell |
53,120
-562,706
| -91% | -$29.7M | ﹤0.01% | 2682 |
|
|
2025
Q2 | $33.8M | Sell |
615,826
-87,846
| -12% | -$5.07M | 0.01% | 941 |
|
|
2025
Q1 | $38.6M | Buy |
703,672
+105,973
| +18% | +$5.66M | 0.01% | 825 |
|
|
2024
Q4 | $31.6M | Buy |
597,699
+9,717
| +2% | +$571K | 0.01% | 930 |
|
|
2024
Q3 | $37.4M | Buy |
587,982
+496,296
| +541% | +$29.6M | 0.01% | 850 |
|
|
2024
Q2 | $4.97M | Buy |
91,686
+5,619
| +7% | +$280K | ﹤0.01% | 2026 |
|
|
2024
Q1 | $4.23M | Buy |
86,067
+28,538
| +50% | +$1.36M | ﹤0.01% | 2098 |
|
|
2023
Q4 | $2.78M | Buy |
57,529
+21,568
| +60% | +$961K | ﹤0.01% | 2260 |
|
|
2023
Q3 | $1.55M | Sell |
35,961
-46,933
| -57% | -$1.73M | ﹤0.01% | 2517 |
|
|
2023
Q2 | $2.64M | Sell |
82,894
-331,058
| -80% | -$10.7M | ﹤0.01% | 2105 |
|
|
2023
Q1 | $6.42M | Buy |
413,952
+226,892
| +121% | +$8.39M | ﹤0.01% | 1515 |
|
|
2022
Q4 | $6.83M | Sell |
187,060
-21,195
| -10% | -$861K | ﹤0.01% | 1426 |
|
|
2022
Q3 | $8.86M | Sell |
208,255
-52,125
| -20% | -$2.21M | 0.01% | 1188 |
|
|
2022
Q2 | $9.2M | Buy |
260,380
+137,783
| +112% | +$4.25M | 0.01% | 1184 |
|
|
2022
Q1 | $3.19M | Buy |
122,597
+999
| +0.8% | +$24.2K | ﹤0.01% | 1905 |
|
|
2021
Q4 | $2.87M | Sell |
121,598
-32,802
| -21% | -$796K | ﹤0.01% | 1933 |
|
|
2021
Q3 | $3.86M | Buy |
154,400
+43,703
| +39% | +$1.09M | ﹤0.01% | 1691 |
|
|
2021
Q2 | $2.6M | Buy |
110,697
+7,960
| +8% | +$188K | ﹤0.01% | 1894 |
|
|
2021
Q1 | $2.24M | Buy |
102,737
+2,730
| +3% | +$51.6K | ﹤0.01% | 1867 |
|
|
2020
Q4 | $1.59M | Sell |
100,007
-535,155
| -84% | -$9.24M | ﹤0.01% | 1905 |
|
|
2020
Q3 | $10.3M | Buy |
635,162
+62,979
| +11% | +$926K | 0.01% | 801 |
|
|
2020
Q2 | $8.17M | Buy |
572,183
+412,550
| +258% | +$6.52M | 0.01% | 863 |
|
|
2020
Q1 | $2.25M | Buy |
159,633
+10,152
| +7% | +$213K | ﹤0.01% | 1358 |
|
|
2019
Q4 | $3.51M | Buy |
149,481
+7,660
| +5% | +$184K | ﹤0.01% | 1314 |
|
|
2019
Q3 | $3.35M | Sell |
141,821
-3,944
| -3% | -$104K | ﹤0.01% | 1263 |
|
|
2019
Q2 | $4.27M | Sell |
145,765
-14,374
| -9% | -$386K | 0.01% | 1137 |
|
|
2019
Q1 | $3.83M | Buy |
160,139
+9,738
| +6% | +$239K | 0.01% | 1147 |
|
|
2018
Q4 | $3.82M | Buy |
+150,401
| New | +$4.01M | 0.01% | 1019 |
|
|
2018
Q3 | – | Sell |
-1,925
| Closed | -$44K | – | 1855 |
|
|
2018
Q2 | $44K | Buy |
1,925
+390
| +25% | +$10.3K | ﹤0.01% | 2243 |
|
|
2018
Q1 | $40K | Sell |
1,535
-5,695
| -79% | -$150K | ﹤0.01% | 2206 |
|
|
2017
Q4 | $190K | Sell |
7,230
-4,004
| -36% | -$104K | ﹤0.01% | 1870 |
|
|
2017
Q3 | $299K | Sell |
11,234
-2,443
| -18% | -$71K | ﹤0.01% | 1677 |
|
|
2017
Q2 | $423K | Sell |
13,677
-384
| -3% | -$10.1K | ﹤0.01% | 1570 |
|
|
2017
Q1 | $327K | Sell |
14,061
-5,919
| -30% | -$132K | ﹤0.01% | 1725 |
|
|
2016
Q4 | $459K | Sell |
19,980
-7,623
| -28% | -$174K | ﹤0.01% | 1543 |
|
|
2016
Q3 | $639K | Buy |
27,603
+90
| +0.3% | +$2.11K | ﹤0.01% | 1439 |
|
|
2016
Q2 | $633K | Buy |
27,513
+682
| +3% | +$15.2K | ﹤0.01% | 1540 |
|
|
2016
Q1 | $709K | Buy |
26,831
+16,712
| +165% | +$525K | ﹤0.01% | 1480 |
|
|
2015
Q4 | $337K | Buy |
10,119
+1,082
| +12% | +$38.5K | ﹤0.01% | 1781 |
|
|
2015
Q3 | $327K | Sell |
9,037
-4,628
| -34% | -$157K | ﹤0.01% | 1791 |
|
|
2015
Q2 | $405K | Buy |
13,665
+437
| +3% | +$13.7K | ﹤0.01% | 1821 |
|
|
2015
Q1 | $424K | Buy |
13,228
+3,141
| +31% | +$105K | ﹤0.01% | 1625 |
|
|
2014
Q4 | $340K | Buy |
10,087
+1,682
| +20% | +$53.9K | ﹤0.01% | 829 |
|
|
2014
Q3 | $261K | Buy |
8,405
+5,283
| +169% | +$172K | ﹤0.01% | 998 |
|
|
2014
Q2 | $105K | Buy |
3,122
+497
| +19% | +$14.8K | ﹤0.01% | 1195 |
|
|
2014
Q1 | $79K | Buy |
2,625
+728
| +38% | +$21.9K | ﹤0.01% | 1215 |
|
|
2013
Q4 | $55K | Buy |
1,897
+1,253
| +195% | +$35.6K | ﹤0.01% | 1189 |
|
|
2013
Q3 | $17K | Buy |
644
+13
| +2% | +$378 | ﹤0.01% | 1526 |
|
|
2013
Q2 | $18K | Buy |
+631
| New | +$18K | ﹤0.01% | 1467 |
|
Other funds holding HRB
Envestnet Asset Management's HRB Position: Q2 2026 in Review
Envestnet Asset Management increased its H&R Block (HRB) stake by 75% in Q2 2026, buying an estimated $778K and bringing the position to 52,114 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3164.
Envestnet Asset Management first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.6M in Q1 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Envestnet Asset Management held 52,114 shares of H&R Block worth $1.98M as of Q2 2026.
- Envestnet Asset Management bought 22,330 H&R Block shares in Q2 2026, an estimated $778K.
- H&R Block made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3164 holding.
- Envestnet Asset Management first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's H&R Block position peaked at $38.6M in Q1 2025.
- 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.