Northwestern Mutual Wealth Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $794K | Buy |
20,845
+14,177
| +213% | +$494K | ﹤0.01% | 1497 |
|
|
2026
Q1 | $212K | Buy |
6,668
+6,050
| +979% | +$211K | ﹤0.01% | 1884 |
|
|
2025
Q4 | $26.9K | Sell |
618
-222
| -26% | -$10.4K | ﹤0.01% | 2625 |
|
|
2025
Q3 | $42.5K | Buy |
840
+129
| +18% | +$6.82K | ﹤0.01% | 2391 |
|
|
2025
Q2 | $39K | Buy |
711
+357
| +101% | +$20.6K | ﹤0.01% | 2351 |
|
|
2025
Q1 | $19.4K | Sell |
354
-1,255
| -78% | -$67.1K | ﹤0.01% | 2529 |
|
|
2024
Q4 | $85K | Buy |
1,609
+1,426
| +779% | +$83.8K | ﹤0.01% | 1982 |
|
|
2024
Q3 | $11.6K | Sell |
183
-13
| -7% | -$775 | ﹤0.01% | 2633 |
|
|
2024
Q2 | $10.6K | Sell |
196
-21
| -10% | -$1.04K | ﹤0.01% | 2624 |
|
|
2024
Q1 | $10.7K | Sell |
217
-32
| -13% | -$1.52K | ﹤0.01% | 2624 |
|
|
2023
Q4 | $12K | Sell |
249
-432
| -63% | -$19.3K | ﹤0.01% | 2558 |
|
|
2023
Q3 | $29.3K | Buy |
681
+473
| +227% | +$17.5K | ﹤0.01% | 2176 |
|
|
2023
Q2 | $6.63K | Sell |
208
-1
| -0.5% | -$32 | ﹤0.01% | 2697 |
|
|
2023
Q1 | $7.37K | Buy |
209
+15
| +8% | +$555 | ﹤0.01% | 2615 |
|
|
2022
Q4 | $7.08K | Buy |
194
+27
| +16% | +$1.1K | ﹤0.01% | 2627 |
|
|
2022
Q3 | $7K | Sell |
167
-122
| -42% | -$5.16K | ﹤0.01% | 2582 |
|
|
2022
Q2 | $10K | Buy |
289
+122
| +73% | +$3.77K | ﹤0.01% | 2514 |
|
|
2022
Q1 | $4K | Sell |
167
-36
| -18% | -$874 | ﹤0.01% | 2797 |
|
|
2021
Q4 | $5K | Buy |
203
+36
| +22% | +$873 | ﹤0.01% | 2784 |
|
|
2021
Q3 | $4K | Hold |
167
| – | – | ﹤0.01% | 2721 |
|
|
2021
Q2 | $4K | Hold |
167
| – | – | ﹤0.01% | 2693 |
|
|
2021
Q1 | $4K | Hold |
167
| – | – | ﹤0.01% | 2486 |
|
|
2020
Q4 | $3K | Sell |
167
-293
| -64% | -$5.06K | ﹤0.01% | 2461 |
|
|
2020
Q3 | $8K | Hold |
460
| – | – | ﹤0.01% | 2048 |
|
|
2020
Q2 | $6K | Sell |
460
-327
| -42% | -$5.17K | ﹤0.01% | 2040 |
|
|
2020
Q1 | $11K | Buy |
787
+620
| +371% | +$13K | ﹤0.01% | 1875 |
|
|
2019
Q4 | $4K | Sell |
167
-343
| -67% | -$8.24K | ﹤0.01% | 2114 |
|
|
2019
Q3 | $12K | Sell |
510
-2,026
| -80% | -$53.6K | ﹤0.01% | 1875 |
|
|
2019
Q2 | $74K | Sell |
2,536
-217
| -8% | -$5.83K | ﹤0.01% | 1243 |
|
|
2019
Q1 | $66K | Sell |
2,753
-34
| -1% | -$836 | ﹤0.01% | 1238 |
|
|
2018
Q4 | $71K | Sell |
2,787
-680
| -20% | -$18.2K | ﹤0.01% | 1112 |
|
|
2018
Q3 | $85K | Buy |
3,467
+568
| +20% | +$14.4K | ﹤0.01% | 1097 |
|
|
2018
Q2 | $66K | Buy |
2,899
+454
| +19% | +$12K | ﹤0.01% | 1132 |
|
|
2018
Q1 | $62K | Buy |
2,445
+148
| +6% | +$3.89K | ﹤0.01% | 1118 |
|
|
2017
Q4 | $61K | Buy |
2,297
+54
| +2% | +$1.4K | ﹤0.01% | 1079 |
|
|
2017
Q3 | $60K | Sell |
2,243
-1,759
| -44% | -$51.1K | ﹤0.01% | 1054 |
|
|
2017
Q2 | $124K | Sell |
4,002
-565
| -12% | -$14.8K | ﹤0.01% | 816 |
|
|
2017
Q1 | $106K | Buy |
4,567
+1,682
| +58% | +$37.6K | ﹤0.01% | 810 |
|
|
2016
Q4 | $64K | Sell |
2,885
-3,655
| -56% | -$83.6K | ﹤0.01% | 950 |
|
|
2016
Q3 | $153K | Buy |
6,540
+675
| +12% | +$15.8K | ﹤0.01% | 681 |
|
|
2016
Q2 | $137K | Sell |
5,865
-203
| -3% | -$4.51K | ﹤0.01% | 651 |
|
|
2016
Q1 | $147K | Buy |
6,068
+4,371
| +258% | +$137K | ﹤0.01% | 616 |
|
|
2015
Q4 | $56K | Buy |
1,697
+269
| +19% | +$9.56K | ﹤0.01% | 754 |
|
|
2015
Q3 | $51K | Buy |
1,428
+192
| +16% | +$6.5K | ﹤0.01% | 705 |
|
|
2015
Q2 | $36K | Buy |
1,236
+78
| +7% | +$2.45K | ﹤0.01% | 747 |
|
|
2015
Q1 | $38K | Buy |
1,158
+200
| +21% | +$6.7K | ﹤0.01% | 709 |
|
|
2014
Q4 | $33K | Buy |
+958
| New | +$30.7K | ﹤0.01% | 743 |
|
|
2013
Q4 | – | Sell |
-819
| Closed | -$22K | – | 1459 |
|
|
2013
Q3 | $22K | Buy |
+819
| New | +$23.8K | ﹤0.01% | 723 |
|
Other funds holding HRB
Northwestern Mutual Wealth Management's HRB Position: Q2 2026 in Review
Northwestern Mutual Wealth Management increased its H&R Block (HRB) stake by 213% in Q2 2026, buying an estimated $494K and bringing the position to 20,845 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.
Northwestern Mutual Wealth Management first reported a position in HRB in Q3 2013 and has held it in 48 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Northwestern Mutual Wealth Management held 20,845 shares of H&R Block worth $794K as of Q2 2026.
- Northwestern Mutual Wealth Management bought 14,177 H&R Block shares in Q2 2026, an estimated $494K.
- H&R Block made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1497 holding.
- Northwestern Mutual Wealth Management first reported a position in H&R Block in Q3 2013 and has held it in 48 quarters since.
- 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.