HWA
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Heartwood Wealth Advisors’s H&R Block HRB Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-22
Closed -$1.11K – 383
2025
Q3 		$1.11K Buy
+22
New +$1.16K ﹤0.01% 543

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Heartwood Wealth Advisors's HRB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of H&R Block (HRB) in Q4 2025, closing a stake of 22 shares — an estimated $1.11K sold.

Heartwood Wealth Advisors first reported a position in HRB in Q3 2025 and held it in 1 quarter. The position peaked at $1.11K in Q3 2025. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 22 H&R Block shares in Q4 2025, an estimated $1.11K.
  • Heartwood Wealth Advisors first reported a position in H&R Block in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's H&R Block position peaked at $1.11K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.