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 Q2	$14.9K	Buy	392 +5	+1%	+$174	﹤0.01%	756
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 $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

GHP Investment Advisors's HRB Position: Q2 2026 in Review

GHP Investment Advisors increased its H&R Block (HRB) stake by 1.3% in Q2 2026, buying an estimated $174 and bringing the position to 392 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

GHP Investment Advisors first reported a position in HRB in Q1 2022 and has held it in 18 quarters since. The position peaked at $27.7K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

GHP Investment Advisors held 392 shares of H&R Block worth $14.9K as of Q2 2026.
GHP Investment Advisors bought 5 H&R Block shares in Q2 2026, an estimated $174.
H&R Block made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #756 holding.
GHP Investment Advisors first reported a position in H&R Block in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's H&R Block position peaked at $27.7K in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.