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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
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 $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's HRB Position: Q1 2026 in Review

SHP Wealth Management increased its H&R Block (HRB) stake by 4.2% in Q1 2026, buying an estimated $802 and bringing the position to 571 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

SHP Wealth Management first reported a position in HRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.9K in Q4 2025. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • SHP Wealth Management held 571 shares of H&R Block worth $18.1K as of Q1 2026.
  • SHP Wealth Management bought 23 H&R Block shares in Q1 2026, an estimated $802.
  • H&R Block made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #752 holding.
  • SHP Wealth Management first reported a position in H&R Block in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's H&R Block position peaked at $23.9K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.