HWM
HRB icon

Hemington Wealth Management’s H&R Block HRB Stock Holding History

Hemington Wealth 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
2025
Q3 		$6K Sell
126
-38
-23% -$2.01K ﹤0.01% 1061
2025
Q2 		$9K Buy
164
+36
+28% +$2.08K ﹤0.01% 896
2025
Q1 		$7K Buy
128
+53
+71% +$2.83K ﹤0.01% 923
2024
Q4 		$3K Buy
75
+26
+53% +$1.53K ﹤0.01% 1172
2024
Q3 		$2K Buy
+49
New +$2.92K ﹤0.01% 1191

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hemington Wealth Management's HRB Position: Q3 2025 in Review

Hemington Wealth Management reduced its H&R Block (HRB) stake by 23% in Q3 2025, selling an estimated $2.01K and leaving 126 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Hemington Wealth Management first reported a position in HRB in Q3 2024 and has held it in 5 quarters since. The position peaked at $9K in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Hemington Wealth Management held 126 shares of H&R Block worth $6K as of Q3 2025.
  • Hemington Wealth Management sold 38 H&R Block shares in Q3 2025, an estimated $2.01K.
  • H&R Block made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1061 holding.
  • Hemington Wealth Management first reported a position in H&R Block in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's H&R Block position peaked at $9K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.