Marshall Wace
HRB icon

Marshall Wace’s H&R Block HRB Stock Holding History

Marshall Wace’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 		$6.73M Sell
176,836
-959,708
-84% -$33.4M 0.01% 1223
2026
Q1 		$36.1M Sell
1,136,544
-39,091
-3% -$1.36M 0.04% 477
2025
Q4 		$51.2M Sell
1,175,635
-22,923
-2% -$1.07M 0.05% 339
2025
Q3 		$60.6M Buy
1,198,558
+106,932
+10% +$5.65M 0.06% 271
2025
Q2 		$59.9M Buy
1,091,626
+215,472
+25% +$12.4M 0.07% 255
2025
Q1 		$48.1M Buy
+876,154
New +$46.8M 0.06% 278
2024
Q2 		– Sell
-82,637
Closed -$4.06M – 2714
2024
Q1 		$4.06M Buy
+82,637
New +$3.93M 0.01% 1083
2023
Q3 		– Sell
-388,528
Closed -$12.4M – 2417
2023
Q2 		$12.4M Buy
+388,528
New +$12.6M 0.02% 645
2021
Q2 		– Sell
-40,456
Closed -$882K – 2819
2021
Q1 		$882K Sell
40,456
-572,054
-93% -$10.8M ﹤0.01% 1726
2020
Q4 		$9.71M Sell
612,510
-561,321
-48% -$9.69M 0.05% 360
2020
Q3 		$19.1M Buy
1,173,831
+1,143,330
+3,749% +$16.8M 0.12% 176
2020
Q2 		$436K Buy
+30,501
New +$482K ﹤0.01% 1237
2020
Q1 		– Sell
-42,731
Closed -$1M – 1826
2019
Q4 		$1M Buy
+42,731
New +$1.03M 0.01% 982
2018
Q3 		– Sell
-381,189
Closed -$8.68M – 1203
2018
Q2 		$8.68M Buy
+381,189
New +$10.1M 0.13% 201
2015
Q3 		– Sell
-8,852
Closed -$262K – 986
2015
Q2 		$262K Buy
+8,852
New +$278K ﹤0.01% 789
2014
Q4 		– Sell
-72,959
Closed -$2.26M – 872
2014
Q3 		$2.26M Sell
72,959
-1,327,041
-95% -$43.3M 0.03% 423
2014
Q2 		$46.9M Buy
+1,400,000
New +$41.7M 0.69% 28

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

Marshall Wace's HRB Position: Q2 2026 in Review

Marshall Wace reduced its H&R Block (HRB) stake by 84% in Q2 2026, selling an estimated $33.4M and leaving 176,836 shares worth $6.73M. The position accounts for 0.01% of the portfolio, ranked #1223.

Marshall Wace first reported a position in HRB in Q2 2014 and has held it in 17 quarters since. The position peaked at $60.6M in Q3 2025. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Marshall Wace held 176,836 shares of H&R Block worth $6.73M as of Q2 2026.
  • Marshall Wace sold 959,708 H&R Block shares in Q2 2026, an estimated $33.4M.
  • H&R Block made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1223 holding.
  • Marshall Wace first reported a position in H&R Block in Q2 2014 and has held it in 17 quarters since.
  • Marshall Wace's H&R Block position peaked at $60.6M in Q3 2025.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.