Meeder Advisory Services’s H&R Block HRB Stock Holding History

Meeder Advisory Services’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	-5,887	Closed	-$257K	–	713
2025 Q4	$257K	Buy	+5,887	New	+$275K	0.01%	573

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

Meeder Advisory Services's HRB Position: Q1 2026 in Review

Meeder Advisory Services sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,887 shares — an estimated $257K sold.

Meeder Advisory Services first reported a position in HRB in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Meeder Advisory Services reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Meeder Advisory Services sold 5,887 H&R Block shares in Q1 2026, an estimated $257K.
Meeder Advisory Services first reported a position in H&R Block in Q4 2025 and held it in 1 quarter.
Meeder Advisory Services's H&R Block position peaked at $257K in Q4 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.