North Star Investment Management’s H&R Block HRB Stock Holding History

North Star Investment Management’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	$6.8K	Sell	178 -1,808	-91%	-$63K	﹤0.01%	1165
2026 Q1	$63K	Buy	1,986 +2	+0.1%	+$70	﹤0.01%	681
2025 Q4	$86.5K	Buy	1,984 +1	+0.1%	+$47	0.01%	577
2025 Q3	$100K	Buy	1,983 +1	+0.1%	+$53	0.01%	528
2025 Q2	$109K	Buy	1,982 +1	+0.1%	+$58	0.01%	512
2025 Q1	$109K	Buy	1,981 +1	+0.1%	+$53	0.01%	496
2024 Q4	$105K	Buy	1,980 +1	+0.1%	+$59	0.01%	500
2024 Q3	$126K	Buy	1,979 +1	+0.1%	+$60	0.01%	466
2024 Q2	$107K	Buy	1,978 +1	+0.1%	+$50	0.01%	486
2024 Q1	$97.1K	Buy	1,977 +2	+0.1%	+$95	0.01%	512
2023 Q4	$95.6K	Buy	1,975 +1	+0.1%	+$45	0.01%	501
2023 Q3	$85K	Buy	1,974 +1	+0.1%	+$37	0.01%	517
2023 Q2	$62.9K	Buy	1,973 +2	+0.1%	+$65	0.01%	574
2023 Q1	$69.5K	Buy	1,971 +1	+0.1%	+$37	0.01%	572
2022 Q4	$71.9K	Buy	1,970 +1	+0.1%	+$41	0.01%	542
2022 Q3	$84K	Buy	1,969 +1	+0.1%	+$42	0.01%	465
2022 Q2	$70K	Buy	1,968 +2	+0.1%	+$62	0.01%	501
2022 Q1	$51K	Buy	1,966 +2	+0.1%	+$49	﹤0.01%	571
2021 Q4	$46K	Sell	1,964 -589	-23%	-$14.3K	﹤0.01%	630
2021 Q3	$64K	Buy	2,553 +2	+0.1%	+$50	0.01%	546
2021 Q2	$60K	Buy	2,551 +151	+6%	+$3.58K	﹤0.01%	552
2021 Q1	$52K	Hold	2,400	–	–	﹤0.01%	546
2020 Q4	$38K	Hold	2,400	–	–	﹤0.01%	578
2020 Q3	$39K	Hold	2,400	–	–	﹤0.01%	547
2020 Q2	$34K	Hold	2,400	–	–	﹤0.01%	551
2020 Q1	$34K	Hold	2,400	–	–	0.01%	554
2019 Q4	$56K	Hold	2,400	–	–	0.01%	538
2019 Q3	$57K	Buy	+2,400	New	+$63.5K	0.01%	529
2019 Q2	–	Sell	-2,400	Closed	-$57K	–	624
2019 Q1	$57K	Hold	2,400	–	–	0.01%	531
2018 Q4	$61K	Hold	2,400	–	–	0.01%	484
2018 Q3	$62K	Hold	2,400	–	–	0.01%	521
2018 Q2	$55K	Hold	2,400	–	–	0.01%	540
2018 Q1	$61K	Hold	2,400	–	–	0.01%	517
2017 Q4	$63K	Hold	2,400	–	–	0.01%	499
2017 Q3	$64K	Hold	2,400	–	–	0.01%	501
2017 Q2	$74K	Hold	2,400	–	–	0.01%	468
2017 Q1	$56K	Sell	2,400 -400	-14%	-$8.95K	0.01%	504
2016 Q4	$64K	Hold	2,800	–	–	0.01%	461
2016 Q3	$65K	Hold	2,800	–	–	0.01%	378
2016 Q2	$64K	Hold	2,800	–	–	0.01%	379
2016 Q1	$74K	Hold	2,800	–	–	0.01%	362
2015 Q4	$93K	Sell	2,800 -400	-13%	-$14.2K	0.02%	338
2015 Q3	$116K	Hold	3,200	–	–	0.02%	321
2015 Q2	$95K	Hold	3,200	–	–	0.02%	331
2015 Q1	$103K	Hold	3,200	–	–	0.02%	323
2014 Q4	$108K	Buy	3,200 +400	+14%	+$12.8K	0.02%	309
2014 Q3	$87K	Hold	2,800	–	–	0.02%	326
2014 Q2	$94K	Hold	2,800	–	–	0.02%	327
2014 Q1	$85K	Buy	+2,800	New	+$84K	0.02%	330

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

North Star Investment Management's HRB Position: Q2 2026 in Review

North Star Investment Management reduced its H&R Block (HRB) stake by 91% in Q2 2026, selling an estimated $63K and leaving 178 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

North Star Investment Management first reported a position in HRB in Q1 2014 and has held it in 49 quarters since. The position peaked at $126K in Q3 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

North Star Investment Management held 178 shares of H&R Block worth $6.8K as of Q2 2026.
North Star Investment Management sold 1,808 H&R Block shares in Q2 2026, an estimated $63K.
H&R Block made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1165 holding.
North Star Investment Management first reported a position in H&R Block in Q1 2014 and has held it in 49 quarters since.
North Star Investment Management's H&R Block position peaked at $126K in Q3 2024.
538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.