Pictet Asset Management
HRB icon

Pictet Asset Management’s H&R Block HRB Stock Holding History

Pictet Asset 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
Q2 		$757K Hold
19,881
– – ﹤0.01% 1275
2026
Q1 		$631K Buy
19,881
+1,174
+6% +$40.9K ﹤0.01% 1336
2025
Q4 		$815K Sell
18,707
-1,025
-5% -$47.9K ﹤0.01% 1199
2025
Q3 		$998K Hold
19,732
– – ﹤0.01% 1062
2025
Q2 		$1.08M Sell
19,732
-95
-0.5% -$5.49K ﹤0.01% 1027
2025
Q1 		$1.09M Buy
19,827
+639
+3% +$34.2K ﹤0.01% 1029
2024
Q4 		$1.01M Buy
19,188
+999
+5% +$58.7K ﹤0.01% 1069
2024
Q3 		$1.16M Buy
18,189
+1,131
+7% +$67.4K ﹤0.01% 987
2024
Q2 		$925K Sell
17,058
-222
-1% -$11.1K ﹤0.01% 1022
2024
Q1 		$849K Buy
17,280
+301
+2% +$14.3K ﹤0.01% 1083
2023
Q4 		$821K Sell
16,979
-929
-5% -$41.4K ﹤0.01% 1058
2023
Q3 		$771K Buy
+17,908
New +$661K ﹤0.01% 1054

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

Pictet Asset Management's HRB Position: Q2 2026 in Review

Pictet Asset Management held its H&R Block (HRB) position steady in Q2 2026 at 19,881 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Pictet Asset Management first reported a position in HRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Pictet Asset Management held 19,881 shares of H&R Block worth $757K as of Q2 2026.
  • Pictet Asset Management left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1275 holding.
  • Pictet Asset Management first reported a position in H&R Block in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's H&R Block position peaked at $1.16M in Q3 2024.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.