Envestnet Portfolio Solutions
HRB icon

Envestnet Portfolio Solutions’s H&R Block HRB Stock Holding History

Envestnet Portfolio Solutions’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 		$832K Sell
21,854
-762
-3% -$26.5K ﹤0.01% 784
2026
Q1 		$718K Buy
22,616
+120
+0.5% +$4.18K ﹤0.01% 756
2025
Q4 		$980K Buy
22,496
+309
+1% +$14.4K ﹤0.01% 765
2025
Q3 		$1.12M Sell
22,187
-1,832
-8% -$96.8K ﹤0.01% 705
2025
Q2 		$1.32M Buy
24,019
+16,865
+236% +$974K ﹤0.01% 698
2025
Q1 		$393K Sell
7,154
-2,331
-25% -$125K ﹤0.01% 1152
2024
Q4 		$501K Buy
9,485
+1,290
+16% +$75.8K ﹤0.01% 1242
2024
Q3 		$521K Buy
8,195
+916
+13% +$54.6K ﹤0.01% 1183
2024
Q2 		$395K Buy
7,279
+2,048
+39% +$102K ﹤0.01% 1235
2024
Q1 		$257K Buy
5,231
+73
+1% +$3.47K ﹤0.01% 1436
2023
Q4 		$250K Sell
5,158
-370
-7% -$16.5K ﹤0.01% 1389
2023
Q3 		$238K Buy
+5,528
New +$204K ﹤0.01% 1350

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

Envestnet Portfolio Solutions's HRB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its H&R Block (HRB) stake by 3.4% in Q2 2026, selling an estimated $26.5K and leaving 21,854 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Envestnet Portfolio Solutions first reported a position in HRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Envestnet Portfolio Solutions held 21,854 shares of H&R Block worth $832K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 762 H&R Block shares in Q2 2026, an estimated $26.5K.
  • H&R Block made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #784 holding.
  • Envestnet Portfolio Solutions first reported a position in H&R Block in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's H&R Block position peaked at $1.32M in Q2 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.