Maverick Capital’s H&R Block HRB Stock Holding History

Maverick Capital’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	$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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maverick Capital's HRB Position: Q1 2026 in Review

Maverick Capital reduced its H&R Block (HRB) stake by 83% in Q1 2026, selling an estimated $3.29M and leaving 19,943 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #209.

Maverick Capital first reported a position in HRB in Q4 2015 and has held it in 12 quarters since. The position peaked at $4.99M in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Maverick Capital held 19,943 shares of H&R Block worth $633K as of Q1 2026.
Maverick Capital sold 94,483 H&R Block shares in Q1 2026, an estimated $3.29M.
H&R Block made up 0.01% of Maverick Capital's portfolio in Q1 2026, its #209 holding.
Maverick Capital first reported a position in H&R Block in Q4 2015 and has held it in 12 quarters since.
Maverick Capital's H&R Block position peaked at $4.99M in Q4 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Maverick Capital's 13F filing for Q1 2026, filed 15 May 2026.