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IQ EQ Fund Management’s H&R Block HRB Stock Holding History

IQ EQ Fund 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
2025
Q4 		– Sell
-18,258
Closed -$923K – 312
2025
Q3 		$923K Sell
18,258
-1,000
-5% -$52.8K 0.06% 218
2025
Q2 		$1.06M Sell
19,258
-768
-4% -$44.3K 0.09% 200
2025
Q1 		$1.1M Hold
20,026
– – 0.13% 171
2024
Q4 		$1.06M Sell
20,026
-729
-4% -$42.8K 0.13% 171
2024
Q3 		$1.32M Hold
20,755
– – 0.14% 180
2024
Q2 		$1.13M Sell
20,755
-8,919
-30% -$444K 0.13% 178
2024
Q1 		$1.46M Buy
29,674
+2,221
+8% +$106K 0.17% 154
2023
Q4 		$1.33M Sell
27,453
-5,627
-17% -$251K 0.16% 167
2023
Q3 		$1.42M Sell
33,080
-1,932
-6% -$71.3K 0.29% 103
2023
Q2 		$1.12M Sell
35,012
-678
-2% -$21.9K 0.21% 119
2023
Q1 		$1.26M Sell
35,690
-6,668
-16% -$247K 0.24% 115
2022
Q4 		$1.55M Sell
42,358
-7,865
-16% -$320K 0.32% 100
2022
Q3 		$2.14M Sell
50,223
-19,544
-28% -$827K 0.48% 78
2022
Q2 		$2.46M Hold
69,767
– – 0.49% 75
2022
Q1 		$1.82M Sell
69,767
-16,088
-19% -$391K 0.3% 116
2021
Q4 		$2.02M Buy
85,855
+1,394
+2% +$33.8K 0.31% 105
2021
Q3 		$2.11M Sell
84,461
-4,970
-6% -$124K 0.32% 99
2021
Q2 		$2.1M Sell
89,431
-2,329
-3% -$55.1K 0.32% 105
2021
Q1 		$2M Buy
91,760
+4,057
+5% +$76.7K 0.35% 111
2020
Q4 		$1.39M Hold
87,703
– – 0.32% 95
2020
Q3 		$1.43M Sell
87,703
-1,817
-2% -$26.7K 0.43% 64
2020
Q2 		$1.28M Sell
89,520
-3,467
-4% -$54.8K 0.43% 64
2020
Q1 		$1.31M Buy
92,987
+3,045
+3% +$63.8K 0.54% 56
2019
Q4 		$2.11M Buy
89,942
+10,424
+13% +$250K 0.67% 44
2019
Q3 		$1.88M Buy
+79,518
New +$2.1M 0.61% 46

Other funds holding HRB

BlackRock
BlackRock New York $5.72T 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

IQ EQ Fund Management's HRB Position: Q4 2025 in Review

IQ EQ Fund Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 18,258 shares — an estimated $923K sold.

IQ EQ Fund Management first reported a position in HRB in Q3 2019 and held it in 25 quarters. The position peaked at $2.46M in Q2 2022. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • IQ EQ Fund Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • IQ EQ Fund Management sold 18,258 H&R Block shares in Q4 2025, an estimated $923K.
  • IQ EQ Fund Management first reported a position in H&R Block in Q3 2019 and held it in 25 quarters.
  • IQ EQ Fund Management's H&R Block position peaked at $2.46M in Q2 2022.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on IQ EQ Fund Management's 13F filing for Q4 2025, filed 12 Feb 2026.