MSH Capital Advisors’s H&R Block HRB Stock Holding History

MSH Capital Advisors’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	$558K	Sell	17,578 -102	-0.6%	-$3.56K	0.12%	164
2025 Q4	$770K	Sell	17,680 -54	-0.3%	-$2.52K	0.16%	142
2025 Q3	$897K	Hold	17,734	–	–	0.24%	107
2025 Q2	$973K	Sell	17,734 -33	-0.2%	-$1.91K	0.28%	101
2025 Q1	$976K	Buy	17,767 +230	+1%	+$12.3K	0.3%	93
2024 Q4	$927K	Buy	17,537 +8	+0%	+$470	0.29%	92
2024 Q3	$1.11M	Hold	17,529	–	–	0.34%	81
2024 Q2	$951K	Buy	17,529 +449	+3%	+$22.4K	0.32%	87
2024 Q1	$839K	Sell	17,080 -784	-4%	-$37.2K	0.29%	91
2023 Q4	$864K	Sell	17,864 -490	-3%	-$21.8K	0.32%	88
2023 Q3	$790K	Sell	18,354 -901	-5%	-$33.3K	0.31%	92
2023 Q2	$614K	Buy	19,255 +909	+5%	+$29.4K	0.22%	113
2023 Q1	$647K	Buy	18,346 +2,033	+12%	+$75.2K	0.28%	98
2022 Q4	$596K	Hold	16,313	–	–	0.27%	104
2022 Q3	$694K	Hold	16,313	–	–	0.34%	88
2022 Q2	$576K	Buy	16,313 +963	+6%	+$29.7K	0.27%	95
2022 Q1	$400K	Hold	15,350	–	–	0.17%	129
2021 Q4	$362K	Buy	+15,350	New	+$372K	0.16%	131

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

MSH Capital Advisors's HRB Position: Q1 2026 in Review

MSH Capital Advisors reduced its H&R Block (HRB) stake by 0.58% in Q1 2026, selling an estimated $3.56K and leaving 17,578 shares worth $558K. The position accounts for 0.12% of the portfolio, ranked #164.

MSH Capital Advisors first reported a position in HRB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

MSH Capital Advisors held 17,578 shares of H&R Block worth $558K as of Q1 2026.
MSH Capital Advisors sold 102 H&R Block shares in Q1 2026, an estimated $3.56K.
H&R Block made up 0.12% of MSH Capital Advisors's portfolio in Q1 2026, its #164 holding.
MSH Capital Advisors first reported a position in H&R Block in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's H&R Block position peaked at $1.11M in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.