Li Lu’s H&R Block HRB Stock Holding History

Li Lu’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	-1,626,906	Closed	-$51.6M	–	10
2026 Q1	$51.6M	Buy	+1,626,906	New	+$56.7M	1.61%	11

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Li Lu's HRB Position: Q2 2026 in Review

Li Lu sold out of H&R Block (HRB) in Q2 2026, closing a stake of 1,626,906 shares — an estimated $51.6M sold.

Li Lu first reported a position in HRB in Q1 2026 and held it in 1 quarter. The position peaked at $51.6M in Q1 2026. 507 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Li Lu reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Li Lu sold 1,626,906 H&R Block shares in Q2 2026, an estimated $51.6M.
Li Lu first reported a position in H&R Block in Q1 2026 and held it in 1 quarter.
Li Lu's H&R Block position peaked at $51.6M in Q1 2026.
507 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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