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Impact Partnership Wealth’s H&R Block HRB Stock Holding History

Impact Partnership Wealth’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
2025
Q3 		– Sell
-8,175
Closed -$449K – 342
2025
Q2 		$449K Buy
8,175
+3,802
+87% +$220K 0.08% 152
2025
Q1 		$240K Buy
+4,373
New +$234K 0.05% 203
2024
Q2 		– Sell
-2,052
Closed -$101K – 428
2024
Q1 		$101K Buy
2,052
+1,957
+2,060% +$93K 0.04% 256
2023
Q4 		$4.59K Sell
95
-4,261
-98% -$190K ﹤0.01% 587
2023
Q3 		$188K Buy
+4,356
New +$161K 0.06% 187

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return