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 Q2	$669K	Hold	17,578	–	–	0.12%	164
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MSH Capital Advisors's HRB Position: Q2 2026 in Review

MSH Capital Advisors held its H&R Block (HRB) position steady in Q2 2026 at 17,578 shares worth $669K. 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 19 quarters since. The position peaked at $1.11M in Q3 2024. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

MSH Capital Advisors held 17,578 shares of H&R Block worth $669K as of Q2 2026.
MSH Capital Advisors left its H&R Block share count unchanged in Q2 2026.
H&R Block made up 0.12% of MSH Capital Advisors's portfolio in Q2 2026, its #164 holding.
MSH Capital Advisors first reported a position in H&R Block in Q4 2021 and has held it in 19 quarters since.
MSH Capital Advisors's H&R Block position peaked at $1.11M in Q3 2024.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.