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NDVR Inc’s H&R Block HRB Stock Holding History

NDVR Inc’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
Q4 		– Sell
-4,593
Closed -$232K – 130
2025
Q3 		$232K Sell
4,593
-231
-5% -$12.2K 0.19% 88
2025
Q2 		$265K Buy
4,824
+151
+3% +$8.72K 0.25% 76
2025
Q1 		$257K Sell
4,673
-200
-4% -$10.7K 0.26% 74
2024
Q4 		$257K Buy
4,873
+358
+8% +$21K 0.25% 72
2024
Q3 		$287K Buy
4,515
+192
+4% +$11.4K 0.29% 45
2024
Q2 		$234K Sell
4,323
-7
-0.2% -$348 0.24% 67
2024
Q1 		$213K Buy
+4,330
New +$206K 0.2% 97

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

NDVR Inc's HRB Position: Q4 2025 in Review

NDVR Inc sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,593 shares — an estimated $232K sold.

NDVR Inc first reported a position in HRB in Q1 2024 and held it in 7 quarters. The position peaked at $287K in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • NDVR Inc reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • NDVR Inc sold 4,593 H&R Block shares in Q4 2025, an estimated $232K.
  • NDVR Inc first reported a position in H&R Block in Q1 2024 and held it in 7 quarters.
  • NDVR Inc's H&R Block position peaked at $287K in Q3 2024.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.