OQS
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Occudo Quantitative Strategies’s H&R Block HRB Stock Holding History

Occudo Quantitative Strategies’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
2025
Q4 		– Sell
-8,922
Closed -$451K – 790
2025
Q3 		$451K Buy
+8,922
New +$472K 0.05% 417
2025
Q2 		– Sell
-11,613
Closed -$628K – 754
2025
Q1 		$628K Sell
11,613
-4,046
-26% -$216K 0.08% 321
2024
Q4 		$827K Buy
+15,659
New +$920K 0.15% 203
2024
Q2 		– Sell
-6,276
Closed -$308K – 858
2024
Q1 		$308K Buy
+6,276
New +$298K 0.05% 461
2023
Q3 		– Sell
-40,471
Closed -$1.29M – 1120
2023
Q2 		$1.29M Sell
40,471
-48,900
-55% -$1.58M 0.13% 247
2023
Q1 		$3.15M Buy
+89,371
New +$3.31M 0.29% 92
2022
Q4 		– Sell
-24,332
Closed -$1.03M – 1146
2022
Q3 		$1.03M Buy
24,332
+14,536
+148% +$615K 0.08% 383
2022
Q2 		$346K Buy
+9,796
New +$302K 0.03% 743
2021
Q4 		– Sell
-43,229
Closed -$1.08M – 1143
2021
Q3 		$1.08M Buy
43,229
+28,347
+190% +$706K 0.13% 254
2021
Q2 		$349K Buy
14,882
+5,135
+53% +$122K 0.05% 539
2021
Q1 		$212K Buy
+9,747
New +$184K 0.05% 600

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Occudo Quantitative Strategies's HRB Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of H&R Block (HRB) in Q4 2025, closing a stake of 8,922 shares — an estimated $451K sold.

Occudo Quantitative Strategies first reported a position in HRB in Q1 2021 and held it in 11 quarters. The position peaked at $3.15M in Q1 2023. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 8,922 H&R Block shares in Q4 2025, an estimated $451K.
  • Occudo Quantitative Strategies first reported a position in H&R Block in Q1 2021 and held it in 11 quarters.
  • Occudo Quantitative Strategies's H&R Block position peaked at $3.15M in Q1 2023.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.