Northwestern Mutual Investment Management Company’s H&R Block HRB Stock Holding History

Northwestern Mutual Investment Management Company’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	$1.09M	Buy	28,514 +116	+0.4%	+$4.04K	0.01%	576
2026 Q1	$901K	Buy	28,398 +112	+0.4%	+$3.9K	0.01%	621
2025 Q4	$1.23M	Sell	28,286 -1,555	-5%	-$72.7K	0.01%	496
2025 Q3	$1.51M	Sell	29,841 -50	-0.2%	-$2.64K	0.02%	401
2025 Q2	$1.64M	Buy	29,891 +130	+0.4%	+$7.51K	0.03%	341
2025 Q1	$1.63M	Sell	29,761 -697	-2%	-$37.3K	0.03%	331
2024 Q4	$1.61M	Sell	30,458 -512	-2%	-$30.1K	0.04%	351
2024 Q3	$1.97M	Sell	30,970 -172	-0.6%	-$10.3K	0.05%	257
2024 Q2	$1.69M	Buy	31,142 +23	+0.1%	+$1.15K	0.04%	286
2024 Q1	$1.53M	Sell	31,119 -902	-3%	-$42.9K	0.04%	349
2023 Q4	$1.55M	Sell	32,021 -1,753	-5%	-$78.1K	0.04%	311
2023 Q3	$1.45M	Sell	33,774 -69	-0.2%	-$2.55K	0.04%	289
2023 Q2	$1.08M	Buy	33,843 +60	+0.2%	+$1.94K	0.03%	437
2023 Q1	$1.19M	Buy	33,783 +19,395	+135%	+$717K	0.03%	363
2022 Q4	$525K	Sell	14,388 -8,661	-38%	-$352K	0.01%	479
2022 Q3	$981K	Sell	23,049 -3,665	-14%	-$155K	0.02%	321
2022 Q2	$944K	Sell	26,714 -614	-2%	-$19K	0.02%	394
2022 Q1	$712K	Sell	27,328 -1,786	-6%	-$43.4K	0.02%	633
2021 Q4	$686K	Sell	29,114 -299	-1%	-$7.25K	0.01%	699
2021 Q3	$735K	Sell	29,413 -803	-3%	-$20K	0.01%	638
2021 Q2	$709K	Sell	30,216 -380	-1%	-$9K	0.01%	658
2021 Q1	$667K	Sell	30,596 -32,469	-51%	-$614K	0.01%	672
2020 Q4	$1M	Buy	63,065 +52,492	+496%	+$907K	0.01%	637
2020 Q3	$151K	Hold	10,573	–	–	﹤0.01%	916
2020 Q2	$151K	Buy	10,573 +458	+5%	+$7.24K	﹤0.01%	918
2020 Q1	$142K	Buy	10,115 +2,530	+33%	+$53K	﹤0.01%	900
2019 Q4	$178K	Sell	7,585 -59	-0.8%	-$1.42K	﹤0.01%	906
2019 Q3	$181K	Sell	7,644 -67	-0.9%	-$1.77K	﹤0.01%	904
2019 Q2	$226K	Sell	7,711 -23,519	-75%	-$632K	0.01%	889
2019 Q1	$748K	Buy	31,230 +256	+0.8%	+$6.29K	0.01%	675
2018 Q4	$786K	Sell	30,974 -4,991	-14%	-$133K	0.01%	635
2018 Q3	$926K	Sell	35,965 -4,095	-10%	-$104K	0.01%	654
2018 Q2	$913K	Buy	40,060 +2,008	+5%	+$53.3K	0.01%	675
2018 Q1	$967K	Sell	38,052 -9,169	-19%	-$241K	0.02%	659
2017 Q4	$1.24M	Buy	47,221 +351	+0.7%	+$9.11K	0.02%	502
2017 Q3	$1.24M	Sell	46,870 -669	-1%	-$19.4K	0.02%	495
2017 Q2	$1.47M	Buy	47,539 +5,673	+14%	+$149K	0.02%	490
2017 Q1	$973K	Buy	41,866 +18,050	+76%	+$404K	0.02%	577
2016 Q4	$548K	Buy	23,816 +2,141	+10%	+$49K	0.01%	730
2016 Q3	$502K	Buy	21,675 +13,113	+153%	+$307K	0.01%	720
2016 Q2	$197K	Sell	8,562 -447	-5%	-$9.94K	﹤0.01%	869
2016 Q1	$238K	Sell	9,009 -25,996	-74%	-$816K	0.01%	844
2015 Q4	$1.17M	Sell	35,005 -5,462	-13%	-$194K	0.02%	331
2015 Q3	$1.47M	Buy	40,467 +1	+0%	+$34	0.03%	283
2015 Q2	$1.2M	Buy	40,466 +88	+0.2%	+$2.76K	0.02%	354
2015 Q1	$1.29M	Buy	+40,378	New	+$1.35M	0.03%	351

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northwestern Mutual Investment Management Company's HRB Position: Q2 2026 in Review

Northwestern Mutual Investment Management Company increased its H&R Block (HRB) stake by 0.41% in Q2 2026, buying an estimated $4.04K and bringing the position to 28,514 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #576.

Northwestern Mutual Investment Management Company first reported a position in HRB in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.97M in Q3 2024. 363 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Northwestern Mutual Investment Management Company held 28,514 shares of H&R Block worth $1.09M as of Q2 2026.
Northwestern Mutual Investment Management Company bought 116 H&R Block shares in Q2 2026, an estimated $4.04K.
H&R Block made up 0.01% of Northwestern Mutual Investment Management Company's portfolio in Q2 2026, its #576 holding.
Northwestern Mutual Investment Management Company first reported a position in H&R Block in Q1 2015 and has held it in 46 quarters since.
Northwestern Mutual Investment Management Company's H&R Block position peaked at $1.97M in Q3 2024.
363 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q2 2026, filed 12 Aug 2026.