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OneDigital Investment Advisors’s H&R Block HRB Stock Holding History

OneDigital Investment Advisors’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 		$266K Buy
+6,978
New +$243K ﹤0.01% 1358
2026
Q1 		– Sell
-5,052
Closed -$220K – 1535
2025
Q4 		$220K Buy
5,052
+46
+0.9% +$2.15K ﹤0.01% 1389
2025
Q3 		$253K Sell
5,006
-176
-3% -$9.3K ﹤0.01% 1288
2025
Q2 		$284K Buy
+5,182
New +$299K ﹤0.01% 1196
2025
Q1 		– Sell
-4,469
Closed -$236K – 1448
2024
Q4 		$236K Sell
4,469
-4
-0.1% -$235 ﹤0.01% 1247
2024
Q3 		$284K Sell
4,473
-163
-4% -$9.72K ﹤0.01% 1182
2024
Q2 		$251K Buy
4,636
+87
+2% +$4.33K ﹤0.01% 1185
2024
Q1 		$223K Sell
4,549
-10
-0.2% -$475 ﹤0.01% 1001
2023
Q4 		$221K Buy
+4,559
New +$203K ﹤0.01% 1026
2022
Q4 		– Sell
-4,719
Closed -$201K – 834
2022
Q3 		$201K Buy
+4,719
New +$200K 0.01% 710
2022
Q2 		– Sell
-10,286
Closed -$268K – 754
2022
Q1 		$268K Buy
+10,286
New +$250K 0.01% 628
2019
Q3 		– Sell
-2,576
Closed -$75K – 822
2019
Q2 		$75K Sell
2,576
-69
-3% -$1.85K 0.01% 501
2019
Q1 		$63K Buy
2,645
+10
+0.4% +$246 0.01% 454
2018
Q4 		$67K Buy
2,635
+87
+3% +$2.32K 0.01% 405
2018
Q3 		$66K Buy
2,548
+10
+0.4% +$254 0.02% 345
2018
Q2 		$58K Buy
2,538
+9
+0.4% +$239 0.01% 455
2018
Q1 		$64K Buy
2,529
+9
+0.4% +$237 0.01% 456
2017
Q4 		$66K Buy
2,520
+8
+0.3% +$208 0.01% 435
2017
Q3 		$67K Buy
2,512
+7
+0.3% +$203 0.02% 309
2017
Q2 		$77K Buy
+2,505
New +$65.7K 0.02% 375

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OneDigital Investment Advisors's HRB Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in H&R Block (HRB) in Q2 2026: 6,978 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in HRB as recently as Q4 2025.

OneDigital Investment Advisors first reported a position in HRB in Q2 2017 and has held it in 20 quarters since. The position peaked at $284K in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • OneDigital Investment Advisors held 6,978 shares of H&R Block worth $266K as of Q2 2026.
  • H&R Block was a new OneDigital Investment Advisors position in Q2 2026.
  • H&R Block made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1358 holding.
  • OneDigital Investment Advisors first reported a position in H&R Block in Q2 2017 and has held it in 20 quarters since.
  • OneDigital Investment Advisors's H&R Block position peaked at $284K in Q2 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.