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

Ritholtz 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
Q2 		$838K Buy
22,013
+1,801
+9% +$62.8K 0.01% 673
2026
Q1 		$642K Sell
20,212
-10,100
-33% -$352K 0.01% 696
2025
Q4 		$1.32M Sell
30,312
-816
-3% -$38.1K 0.02% 437
2025
Q3 		$1.57M Sell
31,128
-1,153
-4% -$60.9K 0.03% 392
2025
Q2 		$1.77M Sell
32,281
-324
-1% -$18.7K 0.04% 323
2025
Q1 		$1.79M Buy
32,605
+410
+1% +$21.9K 0.05% 271
2024
Q4 		$1.7M Sell
32,195
-2,659
-8% -$156K 0.05% 260
2024
Q3 		$2.21M Sell
34,854
-3,721
-10% -$222K 0.07% 209
2024
Q2 		$2.09M Sell
38,575
-2,566
-6% -$128K 0.07% 198
2024
Q1 		$2.02M Sell
41,141
-22
-0.1% -$1.04K 0.07% 193
2023
Q4 		$1.99M Buy
41,163
+2,190
+6% +$97.6K 0.08% 168
2023
Q3 		$1.68M Buy
38,973
+2,878
+8% +$106K 0.08% 174
2023
Q2 		$1.15M Sell
36,095
-8,604
-19% -$278K 0.05% 237
2023
Q1 		$1.58M Sell
44,699
-5,613
-11% -$208K 0.08% 163
2022
Q4 		$1.84M Buy
50,312
+92
+0.2% +$3.74K 0.1% 136
2022
Q3 		$2.14M Buy
50,220
+2,771
+6% +$117K 0.11% 127
2022
Q2 		$1.68M Buy
47,449
+6,702
+16% +$207K 0.11% 118
2022
Q1 		$1.06M Buy
40,747
+19,578
+92% +$475K 0.07% 170
2021
Q4 		$499K Buy
21,169
+4,154
+24% +$101K 0.03% 305
2021
Q3 		$425K Buy
+17,015
New +$424K 0.03% 305
2017
Q3 		– Sell
-7,459
Closed -$231K – 79
2017
Q2 		$231K Buy
+7,459
New +$196K 0.1% 61

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

Ritholtz Wealth Management's HRB Position: Q2 2026 in Review

Ritholtz Wealth Management increased its H&R Block (HRB) stake by 8.9% in Q2 2026, buying an estimated $62.8K and bringing the position to 22,013 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #673.

Ritholtz Wealth Management first reported a position in HRB in Q2 2017 and has held it in 21 quarters since. The position peaked at $2.21M in Q3 2024. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Ritholtz Wealth Management held 22,013 shares of H&R Block worth $838K as of Q2 2026.
  • Ritholtz Wealth Management bought 1,801 H&R Block shares in Q2 2026, an estimated $62.8K.
  • H&R Block made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #673 holding.
  • Ritholtz Wealth Management first reported a position in H&R Block in Q2 2017 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's H&R Block position peaked at $2.21M in Q3 2024.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.