Measured Wealth Private Client Group’s H&R Block HRB Stock Holding History

Measured Wealth Private Client Group’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	$66.4K	Sell	1,744 -1,572	-47%	-$54.8K	0.02%	286
2026 Q1	$105K	Sell	3,316 -4,934	-60%	-$172K	0.03%	229
2025 Q4	$360K	Sell	8,250 -18,285	-69%	-$855K	0.1%	128
2025 Q3	$1.34M	Buy	26,535 +679	+3%	+$35.9K	0.36%	34
2025 Q2	$1.42M	Buy	25,856 +579	+2%	+$33.4K	0.42%	33
2025 Q1	$1.39M	Buy	25,277 +2,886	+13%	+$154K	0.45%	31
2024 Q4	$1.18M	Buy	22,391 +581	+3%	+$34.1K	0.38%	35
2024 Q3	$1.39M	Sell	21,810 -2,054	-9%	-$122K	0.46%	29
2024 Q2	$1.29M	Buy	23,864 +4,469	+23%	+$222K	0.45%	27
2024 Q1	$952K	Buy	19,395 +2,089	+12%	+$99.2K	0.33%	45
2023 Q4	$837K	Buy	+17,306	New	+$771K	0.31%	44
2023 Q2	–	Sell	-6,283	Closed	-$221K	–	187
2023 Q1	$221K	Buy	6,283 +699	+13%	+$25.9K	0.09%	165
2022 Q4	$204K	Buy	5,584 +822	+17%	+$33.4K	0.08%	161
2022 Q3	$203K	Buy	+4,762	New	+$202K	0.09%	143
2018 Q4	–	Sell	-580	Closed	-$15K	–	369
2018 Q3	$15K	Buy	+580	New	+$14.7K	0.01%	563

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

Measured Wealth Private Client Group's HRB Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its H&R Block (HRB) stake by 47% in Q2 2026, selling an estimated $54.8K and leaving 1,744 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #286.

Measured Wealth Private Client Group first reported a position in HRB in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.42M in Q2 2025. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Measured Wealth Private Client Group held 1,744 shares of H&R Block worth $66.4K as of Q2 2026.
Measured Wealth Private Client Group sold 1,572 H&R Block shares in Q2 2026, an estimated $54.8K.
H&R Block made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #286 holding.
Measured Wealth Private Client Group first reported a position in H&R Block in Q3 2018 and has held it in 15 quarters since.
Measured Wealth Private Client Group's H&R Block position peaked at $1.42M in Q2 2025.
538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.