HighTower Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $666K | Buy |
20,968
+5,392
| +35% | +$188K | ﹤0.01% | 2485 |
|
|
2025
Q4 | $679K | Sell |
15,576
-3,496
| -18% | -$163K | ﹤0.01% | 2402 |
|
|
2025
Q3 | $965K | Buy |
19,072
+4,109
| +27% | +$217K | ﹤0.01% | 2121 |
|
|
2025
Q2 | $821K | Sell |
14,963
-2,078
| -12% | -$120K | ﹤0.01% | 2144 |
|
|
2025
Q1 | $936K | Sell |
17,041
-2,143
| -11% | -$115K | ﹤0.01% | 2010 |
|
|
2024
Q4 | $1.01M | Buy |
19,184
+1,202
| +7% | +$70.6K | ﹤0.01% | 1958 |
|
|
2024
Q3 | $1.15M | Buy |
17,982
+2,803
| +18% | +$167K | ﹤0.01% | 1849 |
|
|
2024
Q2 | $825K | Sell |
15,179
-4,196
| -22% | -$209K | ﹤0.01% | 1965 |
|
|
2024
Q1 | $951K | Sell |
19,375
-941,164
| -98% | -$44.7M | ﹤0.01% | 1833 |
|
|
2023
Q4 | $46.4M | Buy |
960,539
+6,501
| +0.7% | +$290K | 0.08% | 261 |
|
|
2023
Q3 | $41.1M | Buy |
954,038
+65,478
| +7% | +$2.42M | 0.08% | 253 |
|
|
2023
Q2 | $28.3M | Buy |
888,560
+63,105
| +8% | +$2.04M | 0.06% | 335 |
|
|
2023
Q1 | $29.1M | Buy |
825,455
+128,999
| +19% | +$4.77M | 0.06% | 306 |
|
|
2022
Q4 | $25.4M | Sell |
696,456
-461,113
| -40% | -$18.7M | 0.06% | 324 |
|
|
2022
Q3 | $49.2M | Sell |
1,157,569
-7,112
| -0.6% | -$301K | 0.13% | 172 |
|
|
2022
Q2 | $41.1M | Buy |
1,164,681
+171,460
| +17% | +$5.29M | 0.11% | 201 |
|
|
2022
Q1 | $25.9M | Buy |
993,221
+66,499
| +7% | +$1.61M | 0.06% | 315 |
|
|
2021
Q4 | $21.8M | Buy |
926,722
+79,640
| +9% | +$1.93M | 0.05% | 363 |
|
|
2021
Q3 | $21.2M | Buy |
847,082
+292,762
| +53% | +$7.29M | 0.06% | 329 |
|
|
2021
Q2 | $13M | Buy |
+554,320
| New | +$13.1M | 0.04% | 430 |
|
|
2021
Q1 | – | Sell |
-74,470
| Closed | -$1.18M | – | 3149 |
|
|
2020
Q4 | $1.18M | Buy |
+74,470
| New | +$1.29M | ﹤0.01% | 1177 |
|
|
2019
Q4 | – | Sell |
-40,975
| Closed | -$958K | – | 2454 |
|
|
2019
Q3 | $958K | Buy |
40,975
+33,892
| +478% | +$897K | 0.01% | 1207 |
|
|
2019
Q2 | $204K | Buy |
+7,083
| New | +$190K | ﹤0.01% | 2052 |
|
|
2019
Q1 | – | Sell |
-9,161
| Closed | -$231K | – | 2356 |
|
|
2018
Q4 | $231K | Sell |
9,161
-9,858
| -52% | -$263K | ﹤0.01% | 1749 |
|
|
2018
Q3 | $488K | Sell |
19,019
-16,698
| -47% | -$424K | ﹤0.01% | 1470 |
|
|
2018
Q2 | $813K | Buy |
35,717
+23,795
| +200% | +$631K | 0.01% | 1223 |
|
|
2018
Q1 | $301K | Sell |
11,922
-1,312
| -10% | -$34.5K | ﹤0.01% | 1671 |
|
|
2017
Q4 | $344K | Buy |
+13,234
| New | +$343K | ﹤0.01% | 1636 |
|
|
2017
Q3 | – | Sell |
-9,745
| Closed | -$300K | – | 2289 |
|
|
2017
Q2 | $300K | Sell |
9,745
-376
| -4% | -$9.87K | ﹤0.01% | 1626 |
|
|
2017
Q1 | $235K | Sell |
10,121
-2,154
| -18% | -$48.2K | ﹤0.01% | 1683 |
|
|
2016
Q4 | $282K | Sell |
12,275
-768
| -6% | -$17.6K | ﹤0.01% | 1502 |
|
|
2016
Q3 | $303K | Buy |
+13,043
| New | +$305K | ﹤0.01% | 1450 |
|
|
2016
Q2 | – | Sell |
-31,394
| Closed | -$831K | – | 1888 |
|
|
2016
Q1 | $831K | Sell |
31,394
-12,778
| -29% | -$401K | ﹤0.01% | 1127 |
|
|
2015
Q4 | $1.47M | Sell |
44,172
-1,774
| -4% | -$63K | 0.02% | 763 |
|
|
2015
Q3 | $1.66M | Buy |
+45,946
| New | +$1.56M | 0.02% | 680 |
|
|
2015
Q2 | – | Sell |
-41,939
| Closed | -$1.34M | – | 1654 |
|
|
2015
Q1 | $1.34M | Buy |
41,939
+12,070
| +40% | +$404K | 0.02% | 712 |
|
|
2014
Q4 | $1.01M | Buy |
29,869
+1,681
| +6% | +$53.8K | 0.02% | 788 |
|
|
2014
Q3 | $874K | Buy |
28,188
+578
| +2% | +$18.8K | 0.01% | 831 |
|
|
2014
Q2 | $925K | Buy |
27,610
+2,689
| +11% | +$80.1K | 0.02% | 838 |
|
|
2014
Q1 | $752K | Buy |
24,921
+1,623
| +7% | +$48.7K | 0.01% | 837 |
|
|
2013
Q4 | $677K | Sell |
23,298
-330
| -1% | -$9.37K | 0.01% | 846 |
|
|
2013
Q3 | $630K | Buy |
+23,628
| New | +$688K | 0.02% | 768 |
|
Other funds holding HRB
VPM
VCM
HighTower Advisors's HRB Position: Q1 2026 in Review
HighTower Advisors increased its H&R Block (HRB) stake by 35% in Q1 2026, buying an estimated $188K and bringing the position to 20,968 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.
HighTower Advisors first reported a position in HRB in Q3 2013 and has held it in 42 quarters since. The position peaked at $49.2M in Q3 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- HighTower Advisors held 20,968 shares of H&R Block worth $666K as of Q1 2026.
- HighTower Advisors bought 5,392 H&R Block shares in Q1 2026, an estimated $188K.
- H&R Block made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2485 holding.
- HighTower Advisors first reported a position in H&R Block in Q3 2013 and has held it in 42 quarters since.
- HighTower Advisors's H&R Block position peaked at $49.2M in Q3 2022.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.