GHP Investment Advisors’s H&R Block HRB Stock Holding History

GHP Investment Advisors’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 Q1	$12.3K	Buy	387 +5	+1%	+$174	﹤0.01%	776
2025 Q4	$16.6K	Buy	382 +3	+0.8%	+$140	﹤0.01%	672
2025 Q3	$19.2K	Buy	379 +3	+0.8%	+$159	﹤0.01%	638
2025 Q2	$20.7K	Sell	376 -65	-15%	-$3.75K	﹤0.01%	624
2025 Q1	$24.2K	Buy	441 +3	+0.7%	+$160	﹤0.01%	578
2024 Q4	$23.2K	Buy	438 +2	+0.5%	+$118	﹤0.01%	584
2024 Q3	$27.7K	Buy	436 +2	+0.5%	+$119	﹤0.01%	581
2024 Q2	$23.5K	Buy	434 +70	+19%	+$3.48K	﹤0.01%	572
2024 Q1	$17.9K	Buy	364 +2	+0.6%	+$95	﹤0.01%	600
2023 Q4	$17.5K	Hold	362	–	–	﹤0.01%	593
2023 Q3	$15.5K	Buy	362 +3	+0.8%	+$111	﹤0.01%	637
2023 Q2	$12.7K	Buy	359 +6	+2%	+$194	﹤0.01%	653
2023 Q1	$12.5K	Buy	353 +2	+0.6%	+$74	﹤0.01%	645
2022 Q4	$12.8K	Buy	351 +3	+0.9%	+$122	﹤0.01%	642
2022 Q3	$15K	Buy	348 +2	+0.6%	+$85	﹤0.01%	612
2022 Q2	$12K	Buy	346 +4	+1%	+$123	﹤0.01%	648
2022 Q1	$9K	Buy	+342	New	+$8.3K	﹤0.01%	738

Other funds holding HRB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return