Shelton Capital Management’s H&R Block HRB Stock Holding History

Shelton Capital 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 Q4	–	Sell	-4,748	Closed	-$240K	–	737
2025 Q3	$240K	Hold	4,748	–	–	0.01%	593
2025 Q2	$261K	Sell	4,748 -322	-6%	-$18.6K	0.01%	547
2025 Q1	$278K	Sell	5,070 -198	-4%	-$10.6K	0.01%	504
2024 Q4	$278K	Sell	5,268 -304	-5%	-$17.9K	0.01%	535
2024 Q3	$354K	Hold	5,572	–	–	0.01%	435
2024 Q2	$302K	Sell	5,572 -635	-10%	-$31.6K	0.01%	487
2024 Q1	$305K	Hold	6,207	–	–	0.01%	522
2023 Q4	$300K	Sell	6,207 -861	-12%	-$38.4K	0.01%	503
2023 Q3	$304K	Sell	7,068 -439	-6%	-$16.2K	0.01%	468
2023 Q2	$239K	Sell	7,507 -383	-5%	-$12.4K	0.01%	609
2023 Q1	$278K	Hold	7,890	–	–	0.01%	512
2022 Q4	$288K	Sell	7,890 -503	-6%	-$20.4K	0.03%	452
2022 Q3	$357K	Sell	8,393 -822	-9%	-$34.8K	0.02%	381
2022 Q2	$325K	Hold	9,215	–	–	0.01%	440
2022 Q1	$240K	Hold	9,215	–	–	0.01%	678
2021 Q4	$217K	Hold	9,215	–	–	0.01%	749
2021 Q3	$230K	Hold	9,215	–	–	0.01%	691
2021 Q2	$216K	Buy	+9,215	New	+$218K	0.01%	759

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Shelton Capital Management's HRB Position: Q4 2025 in Review

Shelton Capital Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,748 shares — an estimated $240K sold.

Shelton Capital Management first reported a position in HRB in Q2 2021 and held it in 18 quarters. The position peaked at $357K in Q3 2022. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Shelton Capital Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Shelton Capital Management sold 4,748 H&R Block shares in Q4 2025, an estimated $240K.
Shelton Capital Management first reported a position in H&R Block in Q2 2021 and held it in 18 quarters.
Shelton Capital Management's H&R Block position peaked at $357K in Q3 2022.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.