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HRB icon

NewEdge Advisors’s H&R Block HRB Stock Holding History

NewEdge 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 		$740K Buy
19,433
+5,242
+37% +$183K ﹤0.01% 1871
2026
Q1 		$450K Sell
14,191
-39,383
-74% -$1.37M ﹤0.01% 2078
2025
Q4 		$2.33M Buy
53,574
+1,496
+3% +$69.9K 0.01% 991
2025
Q3 		$2.63M Buy
52,078
+16,911
+48% +$894K 0.01% 878
2025
Q2 		$1.93M Buy
35,167
+697
+2% +$40.2K 0.01% 955
2025
Q1 		$1.89M Sell
34,470
-2,115
-6% -$113K 0.01% 892
2024
Q4 		$1.93M Buy
36,585
+2,911
+9% +$171K 0.01% 840
2024
Q3 		$2.14M Buy
33,674
+4,454
+15% +$265K 0.01% 761
2024
Q2 		$1.58M Buy
29,220
+17,818
+156% +$887K 0.01% 862
2024
Q1 		$560K Sell
11,402
-808
-7% -$38.4K ﹤0.01% 1282
2023
Q4 		$586K Buy
12,210
+2,556
+26% +$114K 0.01% 1202
2023
Q3 		$416K Buy
9,654
+6,425
+199% +$237K ﹤0.01% 1261
2023
Q2 		$103K Sell
3,229
-6,158
-66% -$199K ﹤0.01% 1842
2023
Q1 		$331K Sell
9,387
-6,171
-40% -$228K ﹤0.01% 1328
2022
Q4 		$222K Buy
15,558
+48
+0.3% +$1.95K 0.01% 1141
2022
Q3 		$660K Buy
15,510
+6,507
+72% +$275K 0.01% 834
2022
Q2 		$318K Buy
+9,003
New +$278K 0.01% 1189
2021
Q1 		– Sell
-74,810
Closed -$1.19M – 1071
2020
Q4 		$1.19M Buy
+74,810
New +$1.29M 0.04% 378

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewEdge Advisors's HRB Position: Q2 2026 in Review

NewEdge Advisors increased its H&R Block (HRB) stake by 37% in Q2 2026, buying an estimated $183K and bringing the position to 19,433 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

NewEdge Advisors first reported a position in HRB in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.63M in Q3 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • NewEdge Advisors held 19,433 shares of H&R Block worth $740K as of Q2 2026.
  • NewEdge Advisors bought 5,242 H&R Block shares in Q2 2026, an estimated $183K.
  • H&R Block made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1871 holding.
  • NewEdge Advisors first reported a position in H&R Block in Q4 2020 and has held it in 18 quarters since.
  • NewEdge Advisors's H&R Block position peaked at $2.63M in Q3 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.