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

Moran 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
2025
Q3 		– Sell
-309,526
Closed -$17M – 517
2025
Q2 		$17M Sell
309,526
-871
-0.3% -$50.3K 0.52% 53
2025
Q1 		$17M Sell
310,397
-2,616
-0.8% -$140K 0.57% 53
2024
Q4 		$16.5M Sell
313,013
-931
-0.3% -$54.7K 0.53% 63
2024
Q3 		$20M Sell
313,944
-5,770
-2% -$344K 0.61% 49
2024
Q2 		$17.3M Buy
+319,714
New +$15.9M 0.57% 52

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Moran Wealth Management's HRB Position: Q3 2025 in Review

Moran Wealth Management sold out of H&R Block (HRB) in Q3 2025, closing a stake of 309,526 shares — an estimated $17M sold.

Moran Wealth Management first reported a position in HRB in Q2 2024 and held it in 5 quarters. The position peaked at $20M in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Moran Wealth Management reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 309,526 H&R Block shares in Q3 2025, an estimated $17M.
  • Moran Wealth Management first reported a position in H&R Block in Q2 2024 and held it in 5 quarters.
  • Moran Wealth Management's H&R Block position peaked at $20M in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.