IPW
HRB icon

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 – 419
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Impact Partnership Wealth's HRB Position: Q3 2025 in Review

Impact Partnership Wealth sold out of H&R Block (HRB) in Q3 2025, closing a stake of 8,175 shares — an estimated $449K sold.

Impact Partnership Wealth first reported a position in HRB in Q3 2023 and held it in 5 quarters. The position peaked at $449K in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Impact Partnership Wealth reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,175 H&R Block shares in Q3 2025, an estimated $449K.
  • Impact Partnership Wealth first reported a position in H&R Block in Q3 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's H&R Block position peaked at $449K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.