NRD
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Nebula Research & Development’s H&R Block HRB Stock Holding History

Nebula Research & Development’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
Q2 		– Sell
-28,260
Closed -$1.55M – 1045
2025
Q1 		$1.55M Buy
28,260
+16,681
+144% +$892K 0.14% 237
2024
Q4 		$612K Sell
11,579
-10,377
-47% -$610K 0.07% 481
2024
Q3 		$1.4M Buy
+21,956
New +$1.31M 0.17% 189

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nebula Research & Development's HRB Position: Q2 2025 in Review

Nebula Research & Development sold out of H&R Block (HRB) in Q2 2025, closing a stake of 28,260 shares — an estimated $1.55M sold.

Nebula Research & Development first reported a position in HRB in Q3 2024 and held it in 3 quarters. The position peaked at $1.55M in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Nebula Research & Development reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Nebula Research & Development sold 28,260 H&R Block shares in Q2 2025, an estimated $1.55M.
  • Nebula Research & Development first reported a position in H&R Block in Q3 2024 and held it in 3 quarters.
  • Nebula Research & Development's H&R Block position peaked at $1.55M in Q1 2025.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Nebula Research & Development's 13F filing for Q2 2025, filed 14 Aug 2025.