Maridea Wealth Management’s H&R Block HRB Stock Holding History

Maridea Wealth 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 Q1	–	Sell	-9,413	Closed	-$410K	–	480
2025 Q4	$410K	Buy	+9,413	New	+$440K	0.06%	285

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Maridea Wealth Management's HRB Position: Q1 2026 in Review

Maridea Wealth Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 9,413 shares — an estimated $410K sold.

Maridea Wealth Management first reported a position in HRB in Q4 2025 and held it in 1 quarter. The position peaked at $410K in Q4 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Maridea Wealth Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Maridea Wealth Management sold 9,413 H&R Block shares in Q1 2026, an estimated $410K.
Maridea Wealth Management first reported a position in H&R Block in Q4 2025 and held it in 1 quarter.
Maridea Wealth Management's H&R Block position peaked at $410K in Q4 2025.
486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.