NWM
HRB icon

Nova Wealth Management’s H&R Block HRB Stock Holding History

Nova Wealth 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
Q1 		– Sell
-50
Closed -$2.18K – 584
2025
Q4 		$2.18K Hold
50
– – ﹤0.01% 506
2025
Q3 		$2.53K Hold
50
– – ﹤0.01% 486
2025
Q2 		$2.75K Buy
+50
New +$2.89K ﹤0.01% 512

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

Nova Wealth Management's HRB Position: Q1 2026 in Review

Nova Wealth Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 50 shares — an estimated $2.18K sold.

Nova Wealth Management first reported a position in HRB in Q2 2025 and held it in 3 quarters. The position peaked at $2.75K in Q2 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Nova Wealth Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 50 H&R Block shares in Q1 2026, an estimated $2.18K.
  • Nova Wealth Management first reported a position in H&R Block in Q2 2025 and held it in 3 quarters.
  • Nova Wealth Management's H&R Block position peaked at $2.75K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.