NW
HRB icon

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

NewEdge Wealth’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 		$439K Sell
13,843
-829,906
-98% -$28.9M 0.01% 852
2025
Q4 		$36.8M Buy
843,749
+373
+0% +$17.4K 0.42% 54
2025
Q3 		$42.7M Sell
843,376
-110,822
-12% -$5.86M 0.61% 41
2025
Q2 		$52.6M Sell
954,198
-56,248
-6% -$3.25M 0.82% 21
2025
Q1 		$55.5M Sell
1,010,446
-85,266
-8% -$4.56M 1% 17
2024
Q4 		$57.9M Buy
1,095,712
+113,216
+12% +$6.65M 1% 16
2024
Q3 		$62.4M Buy
982,496
+24,907
+3% +$1.48M 1.13% 13
2024
Q2 		$51.9M Buy
957,589
+13,245
+1% +$659K 1.12% 13
2024
Q1 		$45.4M Sell
944,344
-189,650
-17% -$9.01M 1.02% 17
2023
Q4 		$54.9M Buy
1,133,994
+126,248
+13% +$5.63M 1.4% 8
2023
Q3 		$43.4M Buy
1,007,746
+188,023
+23% +$6.94M 1.37% 7
2023
Q2 		$26.1M Buy
819,723
+43,380
+6% +$1.4M 0.87% 23
2023
Q1 		$27.4M Buy
776,343
+60,519
+8% +$2.24M 1.04% 13
2022
Q4 		$26.1M Buy
715,824
+40,182
+6% +$1.63M 1.13% 16
2022
Q3 		$28.7M Buy
675,642
+65,293
+11% +$2.76M 1.36% 13
2022
Q2 		$21.6M Buy
610,349
+25,790
+4% +$796K 0.98% 23
2022
Q1 		$15.2M Buy
584,559
+98,976
+20% +$2.4M 0.68% 33
2021
Q4 		$11.4M Buy
485,583
+110,338
+29% +$2.68M 0.48% 48
2021
Q3 		$9.38M Buy
375,245
+122,490
+48% +$3.05M 0.56% 43
2021
Q2 		$5.93M Buy
+252,755
New +$5.98M 0.45% 74

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Wealth's HRB Position: Q1 2026 in Review

NewEdge Wealth reduced its H&R Block (HRB) stake by 98% in Q1 2026, selling an estimated $28.9M and leaving 13,843 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #852.

NewEdge Wealth first reported a position in HRB in Q2 2021 and has held it in 20 quarters since. The position peaked at $62.4M in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • NewEdge Wealth held 13,843 shares of H&R Block worth $439K as of Q1 2026.
  • NewEdge Wealth sold 829,906 H&R Block shares in Q1 2026, an estimated $28.9M.
  • H&R Block made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #852 holding.
  • NewEdge Wealth first reported a position in H&R Block in Q2 2021 and has held it in 20 quarters since.
  • NewEdge Wealth's H&R Block position peaked at $62.4M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.