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Morningstar Investment Management’s H&R Block HRB Stock Holding History

Morningstar Investment 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
2026
Q1 		– Sell
-16,692
Closed -$727K – 343
2025
Q4 		$727K Sell
16,692
-86,886
-84% -$4.06M 0.04% 244
2025
Q3 		$5.24M Buy
+103,578
New +$5.47M 0.19% 136

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Management's HRB Position: Q1 2026 in Review

Morningstar Investment Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 16,692 shares — an estimated $727K sold.

Morningstar Investment Management first reported a position in HRB in Q3 2025 and held it in 2 quarters. The position peaked at $5.24M in Q3 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Morningstar Investment Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 16,692 H&R Block shares in Q1 2026, an estimated $727K.
  • Morningstar Investment Management first reported a position in H&R Block in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's H&R Block position peaked at $5.24M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.