HWP
HRB icon

Highline Wealth Partners’s H&R Block HRB Stock Holding History

Highline Wealth Partners’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 		$10.3K Hold
271
– – ﹤0.01% 583
2026
Q1 		$8.6K Buy
+271
New +$9.44K ﹤0.01% 515
2025
Q4 		– Sell
-6
Closed -$303 – 1121
2025
Q3 		$303 Hold
6
– – ﹤0.01% 1039
2025
Q2 		$329 Hold
6
– – ﹤0.01% 834
2025
Q1 		$329 Buy
+6
New +$321 ﹤0.01% 894

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Highline Wealth Partners's HRB Position: Q2 2026 in Review

Highline Wealth Partners held its H&R Block (HRB) position steady in Q2 2026 at 271 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Highline Wealth Partners first reported a position in HRB in Q1 2025 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Highline Wealth Partners held 271 shares of H&R Block worth $10.3K as of Q2 2026.
  • Highline Wealth Partners left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #583 holding.
  • Highline Wealth Partners first reported a position in H&R Block in Q1 2025 and has held it in 5 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.