HI
HRB icon

Horizon Investments’s H&R Block HRB Stock Holding History

Horizon Investments’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 		$1.7M Buy
44,733
+44,673
+74,455% +$1.56M 0.02% 570
2026
Q1 		$1.9K Sell
60
-1,796
-97% -$62.6K ﹤0.01% 1273
2025
Q4 		$80.9K Sell
1,856
-9,382
-83% -$439K ﹤0.01% 1090
2025
Q3 		$568K Sell
11,238
-27,318
-71% -$1.44M 0.01% 778
2025
Q2 		$2.12M Buy
38,556
+38,527
+132,852% +$2.22M 0.03% 374
2025
Q1 		$1.59K Sell
29
-38
-57% -$2.03K ﹤0.01% 747
2024
Q4 		$3.54K Sell
67
-23
-26% -$1.35K ﹤0.01% 694
2024
Q3 		$5.72K Buy
90
+65
+260% +$3.88K ﹤0.01% 664
2024
Q2 		$1.36K Hold
25
– – ﹤0.01% 723
2024
Q1 		$1.23K Buy
25
+11
+79% +$523 ﹤0.01% 721
2023
Q4 		$677 Buy
14
+7
+100% +$312 ﹤0.01% 689
2023
Q3 		$301 Hold
7
– – ﹤0.01% 754
2023
Q2 		$223 Buy
+7
New +$226 ﹤0.01% 753
2019
Q3 		– Sell
-19,696
Closed -$577K – 478
2019
Q2 		$577K Buy
19,696
+8,321
+73% +$224K 0.02% 226
2019
Q1 		$272K Buy
+11,375
New +$280K 0.01% 286
2018
Q4 		– Sell
-10,379
Closed -$267K – 249
2018
Q3 		$267K Sell
10,379
-28,621
-73% -$726K 0.01% 231
2018
Q2 		$888K Buy
+39,000
New +$1.04M 0.04% 146

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

Horizon Investments's HRB Position: Q2 2026 in Review

Horizon Investments increased its H&R Block (HRB) stake by 74,455% in Q2 2026, buying an estimated $1.56M and bringing the position to 44,733 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #570.

Horizon Investments first reported a position in HRB in Q2 2018 and has held it in 17 quarters since. The position peaked at $2.12M in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Horizon Investments held 44,733 shares of H&R Block worth $1.7M as of Q2 2026.
  • Horizon Investments bought 44,673 H&R Block shares in Q2 2026, an estimated $1.56M.
  • H&R Block made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #570 holding.
  • Horizon Investments first reported a position in H&R Block in Q2 2018 and has held it in 17 quarters since.
  • Horizon Investments's H&R Block position peaked at $2.12M in Q2 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.