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

SHP 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 		$24.2K Buy
636
+65
+11% +$2.27K ﹤0.01% 737
2026
Q1 		$18.1K Buy
571
+23
+4% +$802 ﹤0.01% 752
2025
Q4 		$23.9K Buy
+548
New +$25.6K ﹤0.01% 644

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its H&R Block (HRB) stake by 11% in Q2 2026, buying an estimated $2.27K and bringing the position to 636 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

SHP Wealth Management first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • SHP Wealth Management held 636 shares of H&R Block worth $24.2K as of Q2 2026.
  • SHP Wealth Management bought 65 H&R Block shares in Q2 2026, an estimated $2.27K.
  • H&R Block made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #737 holding.
  • SHP Wealth Management first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.