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

Guyasuta 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	–	Sell	-4,800	Closed	-$209K	–	271
2025 Q4	$209K	Hold	4,800	–	–	0.01%	257
2025 Q3	$243K	Hold	4,800	–	–	0.01%	243
2025 Q2	$263K	Hold	4,800	–	–	0.02%	229
2025 Q1	$264K	Hold	4,800	–	–	0.02%	216
2024 Q4	$254K	Hold	4,800	–	–	0.02%	237
2024 Q3	$305K	Hold	4,800	–	–	0.02%	209
2024 Q2	$232K	Hold	4,800	–	–	0.02%	229
2024 Q1	$232K	Hold	4,800	–	–	0.02%	230
2023 Q4	$232K	Hold	4,800	–	–	0.02%	230
2023 Q3	$207K	Buy	+4,800	New	+$177K	0.02%	230
2022 Q4	–	Sell	-4,800	Closed	-$204K	–	239
2022 Q3	$204K	Buy	+4,800	New	+$203K	0.02%	220

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Guyasuta Investment Advisors's HRB Position: Q1 2026 in Review

Guyasuta Investment Advisors sold out of H&R Block (HRB) in Q1 2026, closing a stake of 4,800 shares — an estimated $209K sold.

Guyasuta Investment Advisors first reported a position in HRB in Q3 2022 and held it in 11 quarters. The position peaked at $305K in Q3 2024. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Guyasuta Investment Advisors reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Guyasuta Investment Advisors sold 4,800 H&R Block shares in Q1 2026, an estimated $209K.
Guyasuta Investment Advisors first reported a position in H&R Block in Q3 2022 and held it in 11 quarters.
Guyasuta Investment Advisors's H&R Block position peaked at $305K in Q3 2024.
483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.