HWAM
HRB icon

Hennion & Walsh Asset Management’s H&R Block HRB Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$939K Sell
24,668
-6,860
-22% -$239K 0.03% 578
2026
Q1 		$1M Buy
31,528
+3,712
+13% +$129K 0.03% 514
2025
Q4 		$1.21M Sell
27,816
-6,797
-20% -$318K 0.04% 479
2025
Q3 		$1.75M Sell
34,613
-779
-2% -$41.2K 0.06% 379
2025
Q2 		$1.94M Buy
35,392
+1,236
+4% +$71.4K 0.08% 321
2025
Q1 		$1.88M Sell
34,156
-33,036
-49% -$1.77M 0.08% 286
2024
Q4 		$3.55M Sell
67,192
-13,058
-16% -$767K 0.16% 161
2024
Q3 		$5.1M Sell
80,250
-3,735
-4% -$223K 0.24% 95
2024
Q2 		$4.55M Sell
83,985
-4,038
-5% -$201K 0.23% 95
2024
Q1 		$4.32M Sell
88,023
-4,607
-5% -$219K 0.23% 101
2023
Q4 		$4.48M Sell
92,630
-2,874
-3% -$128K 0.26% 86
2023
Q3 		$4.11M Sell
95,504
-9,032
-9% -$333K 0.26% 86
2023
Q2 		$3.33M Buy
104,536
+18,220
+21% +$589K 0.2% 125
2023
Q1 		$3.04M Buy
86,316
+13,544
+19% +$501K 0.19% 141
2022
Q4 		$2.66M Buy
72,772
+10,754
+17% +$437K 0.16% 162
2022
Q3 		$2.64M Buy
62,018
+11,622
+23% +$492K 0.17% 153
2022
Q2 		$1.78M Buy
50,396
+11,455
+29% +$354K 0.11% 218
2022
Q1 		$1.01M Buy
38,941
+9,791
+34% +$238K 0.05% 339
2021
Q4 		$687K Buy
29,150
+7,275
+33% +$176K 0.03% 457
2021
Q3 		$547K Buy
21,875
+13,033
+147% +$325K 0.03% 497
2021
Q2 		$208K Sell
8,842
-1,657
-16% -$39.2K 0.01% 702
2021
Q1 		$229K Buy
+10,499
New +$198K 0.01% 652

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management's HRB Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its H&R Block (HRB) stake by 22% in Q2 2026, selling an estimated $239K and leaving 24,668 shares worth $939K. The position accounts for 0.03% of the portfolio, ranked #578.

Hennion & Walsh Asset Management first reported a position in HRB in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.1M in Q3 2024. 65 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Hennion & Walsh Asset Management held 24,668 shares of H&R Block worth $939K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 6,860 H&R Block shares in Q2 2026, an estimated $239K.
  • H&R Block made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #578 holding.
  • Hennion & Walsh Asset Management first reported a position in H&R Block in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's H&R Block position peaked at $5.1M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.