Morgan Stanley’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $63.1M | Buy |
1,988,035
+487,082
| +32% | +$17M | ﹤0.01% | 1862 |
|
|
2025
Q4 | $65.4M | Sell |
1,500,953
-327,876
| -18% | -$15.3M | ﹤0.01% | 1831 |
|
|
2025
Q3 | $92.5M | Sell |
1,828,829
-225,757
| -11% | -$11.9M | 0.01% | 1468 |
|
|
2025
Q2 | $113M | Sell |
2,054,586
-95,426
| -4% | -$5.51M | 0.01% | 1235 |
|
|
2025
Q1 | $118M | Sell |
2,150,012
-21,351
| -1% | -$1.14M | 0.01% | 1127 |
|
|
2024
Q4 | $115M | Buy |
2,171,363
+2,768
| +0.1% | +$163K | 0.01% | 1155 |
|
|
2024
Q3 | $138M | Buy |
2,168,595
+1,170,712
| +117% | +$69.8M | 0.01% | 1031 |
|
|
2024
Q2 | $54.1M | Sell |
997,883
-126,217
| -11% | -$6.28M | ﹤0.01% | 1692 |
|
|
2024
Q1 | $55.2M | Sell |
1,124,100
-962,700
| -46% | -$45.7M | ﹤0.01% | 1670 |
|
|
2023
Q4 | $101M | Buy |
2,086,800
+880,275
| +73% | +$39.2M | ﹤0.01% | 1717 |
|
|
2023
Q3 | $52M | Sell |
1,206,525
-163,289
| -12% | -$6.03M | 0.01% | 1539 |
|
|
2023
Q2 | $43.7M | Buy |
1,369,814
+369,027
| +37% | +$11.9M | ﹤0.01% | 1692 |
|
|
2023
Q1 | $35.3M | Sell |
1,000,787
-312,838
| -24% | -$11.6M | ﹤0.01% | 1867 |
|
|
2022
Q4 | $48M | Buy |
1,313,625
+17,390
| +1% | +$707K | 0.01% | 1535 |
|
|
2022
Q3 | $55.1M | Sell |
1,296,235
-533,794
| -29% | -$22.6M | 0.01% | 1254 |
|
|
2022
Q2 | $64.6M | Buy |
1,830,029
+800,767
| +78% | +$24.7M | 0.01% | 1201 |
|
|
2022
Q1 | $26.8M | Sell |
1,029,262
-76,623
| -7% | -$1.86M | ﹤0.01% | 1812 |
|
|
2021
Q4 | $26.1M | Sell |
1,105,885
-128,386
| -10% | -$3.11M | ﹤0.01% | 1884 |
|
|
2021
Q3 | $30.9M | Sell |
1,234,271
-6,326
| -0.5% | -$158K | ﹤0.01% | 1678 |
|
|
2021
Q2 | $29.1M | Sell |
1,240,597
-389,601
| -24% | -$9.22M | ﹤0.01% | 1769 |
|
|
2021
Q1 | $35.5M | Sell |
1,630,198
-257,070
| -14% | -$4.86M | 0.01% | 1434 |
|
|
2020
Q4 | $29.9M | Buy |
1,887,268
+1,423,373
| +307% | +$24.6M | ﹤0.01% | 1474 |
|
|
2020
Q3 | $7.56M | Sell |
463,895
-1,314,522
| -74% | -$19.3M | ﹤0.01% | 2297 |
|
|
2020
Q2 | $25.4M | Buy |
1,778,417
+1,329,554
| +296% | +$21M | 0.01% | 1236 |
|
|
2020
Q1 | $6.32M | Sell |
448,863
-643,095
| -59% | -$13.5M | ﹤0.01% | 2222 |
|
|
2019
Q4 | $25.6M | Buy |
1,091,958
+809,634
| +287% | +$19.4M | 0.01% | 1438 |
|
|
2019
Q3 | $6.67M | Sell |
282,324
-208,808
| -43% | -$5.53M | ﹤0.01% | 2560 |
|
|
2019
Q2 | $14.4M | Sell |
491,132
-114,836
| -19% | -$3.09M | ﹤0.01% | 1782 |
|
|
2019
Q1 | $14.5M | Sell |
605,968
-1,308,428
| -68% | -$32.2M | ﹤0.01% | 1703 |
|
|
2018
Q4 | $48.6M | Sell |
1,914,396
-38,316
| -2% | -$1.02M | 0.01% | 829 |
|
|
2018
Q3 | $50.3M | Buy |
1,952,712
+1,495,682
| +327% | +$37.9M | 0.01% | 957 |
|
|
2018
Q2 | $10.4M | Sell |
457,030
-908,279
| -67% | -$24.1M | ﹤0.01% | 2336 |
|
|
2018
Q1 | $34.7M | Sell |
1,365,309
-374,158
| -22% | -$9.84M | 0.01% | 1184 |
|
|
2017
Q4 | $45.6M | Buy |
1,739,467
+204,327
| +13% | +$5.3M | 0.01% | 1011 |
|
|
2017
Q3 | $40.7M | Sell |
1,535,140
-787,564
| -34% | -$22.9M | 0.01% | 1031 |
|
|
2017
Q2 | $71.8M | Buy |
2,322,704
+208,249
| +10% | +$5.47M | 0.02% | 720 |
|
|
2017
Q1 | $49.2M | Buy |
2,114,455
+384,634
| +22% | +$8.6M | 0.02% | 915 |
|
|
2016
Q4 | $39.8M | Buy |
1,729,821
+21,954
| +1% | +$502K | 0.01% | 1025 |
|
|
2016
Q3 | $39.5M | Sell |
1,707,867
-709,318
| -29% | -$16.6M | 0.01% | 986 |
|
|
2016
Q2 | $55.6M | Buy |
2,417,185
+1,980,857
| +454% | +$44M | 0.02% | 745 |
|
|
2016
Q1 | $11.5M | Sell |
436,328
-134,931
| -24% | -$4.24M | ﹤0.01% | 1743 |
|
|
2015
Q4 | $19M | Sell |
571,259
-2,331,975
| -80% | -$82.9M | 0.01% | 1440 |
|
|
2015
Q3 | $105M | Sell |
2,903,234
-399,598
| -12% | -$13.5M | 0.04% | 453 |
|
|
2015
Q2 | $97.9M | Buy |
3,302,832
+1,130,085
| +52% | +$35.4M | 0.03% | 517 |
|
|
2015
Q1 | $69.7M | Buy |
2,172,747
+958,257
| +79% | +$32.1M | 0.03% | 661 |
|
|
2014
Q4 | $40.9M | Sell |
1,214,490
-1,363,177
| -53% | -$43.7M | 0.02% | 969 |
|
|
2014
Q3 | $79.9M | Sell |
2,577,667
-2,104,168
| -45% | -$68.6M | 0.03% | 608 |
|
|
2014
Q2 | $157M | Buy |
4,681,835
+3,314,306
| +242% | +$98.7M | 0.06% | 354 |
|
|
2014
Q1 | $41.3M | Buy |
1,367,529
+296,909
| +28% | +$8.91M | 0.02% | 855 |
|
|
2013
Q4 | $31.1M | Buy |
1,070,620
+184,447
| +21% | +$5.24M | 0.01% | 1034 |
|
|
2013
Q3 | $23.6M | Sell |
886,173
-420,696
| -32% | -$12.2M | 0.01% | 1107 |
|
|
2013
Q2 | $36.3M | Buy |
+1,306,869
| New | +$37.3M | 0.02% | 796 |
|
Other funds holding HRB
VPM
VCM
