IIM
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INTECH Investment Management’s H&R Block HRB Stock Holding History

INTECH Investment 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
Q2 		$1.17M Sell
30,661
-59,155
-66% -$2.06M 0.01% 958
2026
Q1 		$2.85M Buy
89,816
+14,782
+20% +$515K 0.03% 552
2025
Q4 		$3.27M Buy
75,034
+12,420
+20% +$581K 0.03% 508
2025
Q3 		$3.17M Sell
62,614
-27,151
-30% -$1.43M 0.03% 546
2025
Q2 		$4.93M Sell
89,765
-22,344
-20% -$1.29M 0.05% 347
2025
Q1 		$6.16M Sell
112,109
-69,300
-38% -$3.7M 0.06% 274
2024
Q4 		$9.59M Buy
181,409
+168,821
+1,341% +$9.92M 0.09% 176
2024
Q3 		$800K Sell
12,588
-14,188
-53% -$846K 0.01% 941
2024
Q2 		$1.45M Sell
26,776
-277
-1% -$13.8K 0.02% 528
2024
Q1 		$1.33M Buy
27,053
+784
+3% +$37.2K 0.02% 416
2023
Q4 		$1.27M Buy
26,269
+9,037
+52% +$403K 0.02% 394
2023
Q3 		$742K Sell
17,232
-15,341
-47% -$566K 0.01% 506
2023
Q2 		$1.04M Sell
32,573
-25,560
-44% -$826K 0.01% 460
2023
Q1 		$2.05M Sell
58,133
-18,878
-25% -$698K 0.02% 451
2022
Q4 		$2.81M Sell
77,011
-10,511
-12% -$427K 0.02% 427
2022
Q3 		$3.72M Sell
87,522
-19,066
-18% -$807K 0.03% 387
2022
Q2 		$3.77M Buy
+106,588
New +$3.29M 0.02% 389

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

INTECH Investment Management's HRB Position: Q2 2026 in Review

INTECH Investment Management reduced its H&R Block (HRB) stake by 66% in Q2 2026, selling an estimated $2.06M and leaving 30,661 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #958.

INTECH Investment Management first reported a position in HRB in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.59M in Q4 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • INTECH Investment Management held 30,661 shares of H&R Block worth $1.17M as of Q2 2026.
  • INTECH Investment Management sold 59,155 H&R Block shares in Q2 2026, an estimated $2.06M.
  • H&R Block made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #958 holding.
  • INTECH Investment Management first reported a position in H&R Block in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's H&R Block position peaked at $9.59M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.