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Fox Run Management’s H&R Block HRB Stock Holding History

Fox Run Management’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
-42,105
Closed -$1.33M – 1095
2026
Q1 		$1.33M Buy
+42,105
New +$1.47M 0.23% 99
2025
Q4 		– Sell
-6,053
Closed -$306K – 1058
2025
Q3 		$306K Sell
6,053
-15,695
-72% -$829K 0.05% 675
2025
Q2 		$1.19M Buy
+21,748
New +$1.26M 0.2% 137
2024
Q2 		– Sell
-8,662
Closed -$425K – 900
2024
Q1 		$425K Buy
+8,662
New +$412K 0.09% 431
2023
Q3 		– Sell
-43,747
Closed -$1.39M – 821
2023
Q2 		$1.39M Buy
+43,747
New +$1.41M 0.39% 18
2022
Q1 		– Sell
-15,354
Closed -$362K – 596
2021
Q4 		$362K Buy
+15,354
New +$372K 0.21% 165
2021
Q1 		– Sell
-36,927
Closed -$586K – 260
2020
Q4 		$586K Buy
36,927
+24,648
+201% +$426K 1.18% 4
2020
Q3 		$200K Buy
+12,279
New +$181K 0.5% 128
2019
Q2 		– Sell
-15,023
Closed -$360K – 509
2019
Q1 		$360K Buy
+15,023
New +$369K 0.2% 206
2018
Q3 		– Sell
-56,443
Closed -$1.29M – 679
2018
Q2 		$1.29M Buy
56,443
+34,324
+155% +$911K 0.41% 10
2018
Q1 		$562K Buy
22,119
+9,822
+80% +$258K 0.14% 269
2017
Q4 		$322K Buy
+12,297
New +$319K 0.09% 438

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

Fox Run Management's HRB Position: Q2 2026 in Review

Fox Run Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 42,105 shares — an estimated $1.33M sold.

Fox Run Management first reported a position in HRB in Q4 2017 and held it in 12 quarters. The position peaked at $1.39M in Q2 2023. 539 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Fox Run Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Fox Run Management sold 42,105 H&R Block shares in Q2 2026, an estimated $1.33M.
  • Fox Run Management first reported a position in H&R Block in Q4 2017 and held it in 12 quarters.
  • Fox Run Management's H&R Block position peaked at $1.39M in Q2 2023.
  • 539 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.