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

IHT 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
2026 Q1	$235K	Buy	7,393 +1,069	+17%	+$37.3K	0.01%	1119
2025 Q4	$276K	Sell	6,324 -171	-3%	-$7.99K	0.01%	992
2025 Q3	$328K	Buy	6,495 +611	+10%	+$32.3K	0.01%	894
2025 Q2	$323K	Buy	5,884 +111	+2%	+$6.41K	0.01%	853
2025 Q1	$317K	Buy	5,773 +35	+0.6%	+$1.87K	0.01%	838
2024 Q4	$303K	Buy	5,738 +152	+3%	+$8.93K	0.01%	850
2024 Q3	$355K	Buy	5,586 +288	+5%	+$17.2K	0.01%	846
2024 Q2	$287K	Buy	5,298 +9	+0.2%	+$448	0.01%	812
2024 Q1	$260K	Sell	5,289 -203	-4%	-$9.64K	0.01%	848
2023 Q4	$266K	Buy	+5,492	New	+$245K	0.01%	812

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's HRB Position: Q1 2026 in Review

IHT Wealth Management increased its H&R Block (HRB) stake by 17% in Q1 2026, buying an estimated $37.3K and bringing the position to 7,393 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #1119.

IHT Wealth Management first reported a position in HRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $355K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

IHT Wealth Management held 7,393 shares of H&R Block worth $235K as of Q1 2026.
IHT Wealth Management bought 1,069 H&R Block shares in Q1 2026, an estimated $37.3K.
H&R Block made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1119 holding.
IHT Wealth Management first reported a position in H&R Block in Q4 2023 and has held it in 10 quarters since.
IHT Wealth Management's H&R Block position peaked at $355K in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.