Lee Ainslie’s H&R Block HRB Stock Holding History

Lee Ainslie’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	–	Sell	-19,943	Closed	-$633K	–	238
2026 Q1	$633K	Sell	19,943 -94,483	-83%	-$3.29M	0.01%	209
2025 Q4	$4.99M	Buy	+114,426	New	+$5.35M	0.05%	66
2025 Q2	–	Sell	-37,265	Closed	-$2.05M	–	277
2025 Q1	$2.05M	Buy	+37,265	New	+$1.99M	0.04%	103
2024 Q4	–	Sell	-18,051	Closed	-$1.15M	–	258
2024 Q3	$1.15M	Buy	+18,051	New	+$1.08M	0.02%	193
2024 Q2	–	Sell	-62,260	Closed	-$3.06M	–	365
2024 Q1	$3.06M	Buy	+62,260	New	+$2.96M	0.06%	73
2023 Q2	–	Sell	-28,712	Closed	-$1.01M	–	472
2023 Q1	$1.01M	Sell	28,712 -62,072	-68%	-$2.3M	0.03%	144
2022 Q4	$3.31M	Buy	90,784 +57,941	+176%	+$2.35M	0.08%	70
2022 Q3	$1.4M	Buy	+32,843	New	+$1.39M	0.03%	114
2022 Q2	–	Sell	-73,078	Closed	-$1.9M	–	239
2022 Q1	$1.9M	Buy	+73,078	New	+$1.77M	0.03%	108
2021 Q4	–	Sell	-59,803	Closed	-$1.5M	–	465
2021 Q3	$1.5M	Buy	+59,803	New	+$1.49M	0.02%	212
2021 Q1	–	Sell	-22,901	Closed	-$363K	–	782
2020 Q4	$363K	Buy	+22,901	New	+$396K	0.01%	428
2016 Q1	–	Sell	-30,930	Closed	-$1.03M	–	141
2015 Q4	$1.03M	Buy	+30,930	New	+$1.1M	0.01%	81

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lee Ainslie's HRB Position: Q2 2026 in Review

Lee Ainslie sold out of H&R Block (HRB) in Q2 2026, closing a stake of 19,943 shares — an estimated $633K sold.

Lee Ainslie first reported a position in HRB in Q4 2015 and held it in 12 quarters. The position peaked at $4.99M in Q4 2025. 535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Lee Ainslie reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Lee Ainslie sold 19,943 H&R Block shares in Q2 2026, an estimated $633K.
Lee Ainslie first reported a position in H&R Block in Q4 2015 and held it in 12 quarters.
Lee Ainslie's H&R Block position peaked at $4.99M in Q4 2025.
535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.