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

Shell 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
2025 Q3	$126K	Sell	2,493 -3,016	-55%	-$159K	0.01%	586
2025 Q2	$302K	Sell	5,509 -694	-11%	-$40.1K	0.01%	633
2025 Q1	$341K	Sell	6,203 -253	-4%	-$13.5K	0.02%	580
2024 Q4	$341K	Hold	6,456	–	–	0.01%	621
2024 Q3	$410K	Buy	+6,456	New	+$385K	0.02%	564
2024 Q1	$350K	Sell	6,456 -664	-9%	-$31.5K	0.02%	607
2023 Q4	$344K	Sell	7,120 -2,136	-23%	-$95.2K	0.02%	657
2023 Q3	$399K	Sell	9,256 -145	-2%	-$5.35K	0.02%	650
2023 Q2	$300K	Buy	+9,401	New	+$304K	0.01%	782
2019 Q4	–	Sell	-96,885	Closed	-$2.29M	–	1252
2019 Q3	$2.29M	Sell	96,885 -10,526	-10%	-$279K	0.05%	327
2019 Q2	$3.15M	Hold	107,411	–	–	0.07%	281
2019 Q1	$2.57M	Hold	107,411	–	–	0.06%	313
2018 Q4	$2.73M	Buy	107,411 +6,500	+6%	+$174K	0.07%	283
2018 Q3	$2.6M	Buy	100,911 +1,793	+2%	+$45.5K	0.05%	338
2018 Q2	$2.26M	Buy	99,118 +29,847	+43%	+$792K	0.05%	374
2018 Q1	$1.76M	Hold	69,271	–	–	0.04%	430
2017 Q4	$1.82M	Hold	69,271	–	–	0.04%	415
2017 Q3	$1.83M	Sell	69,271 -2,730	-4%	-$79.3K	0.04%	390
2017 Q2	$2.23M	Hold	72,001	–	–	0.05%	354
2017 Q1	$1.67M	Buy	72,001 +5,007	+7%	+$112K	0.04%	423
2016 Q4	$1.54M	Sell	66,994 -170	-0.3%	-$3.89K	0.04%	478
2016 Q3	$1.55M	Buy	+67,164	New	+$1.57M	0.03%	500

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Shell Asset Management's HRB Position: Q3 2025 in Review

Shell Asset Management reduced its H&R Block (HRB) stake by 55% in Q3 2025, selling an estimated $159K and leaving 2,493 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #586.

Shell Asset Management first reported a position in HRB in Q3 2016 and has held it in 22 quarters since. The position peaked at $3.15M in Q2 2019. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Shell Asset Management held 2,493 shares of H&R Block worth $126K as of Q3 2025.
Shell Asset Management sold 3,016 H&R Block shares in Q3 2025, an estimated $159K.
H&R Block made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #586 holding.
Shell Asset Management first reported a position in H&R Block in Q3 2016 and has held it in 22 quarters since.
Shell Asset Management's H&R Block position peaked at $3.15M in Q2 2019.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.