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

Thrive 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
2025
Q4 		– Sell
-4,092
Closed -$207K – 245
2025
Q3 		$207K Buy
4,092
+38
+0.9% +$2.01K 0.03% 228
2025
Q2 		$223K Buy
4,054
+9
+0.2% +$520 0.04% 213
2025
Q1 		$222K Buy
4,045
+5
+0.1% +$267 0.04% 200
2024
Q4 		$213K Hold
4,040
– – 0.04% 188
2024
Q3 		$257K Hold
4,040
– – 0.05% 183
2024
Q2 		$219K Buy
+4,040
New +$201K 0.04% 193

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Thrive Wealth Management's HRB Position: Q4 2025 in Review

Thrive Wealth Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,092 shares — an estimated $207K sold.

Thrive Wealth Management first reported a position in HRB in Q2 2024 and held it in 6 quarters. The position peaked at $257K in Q3 2024. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Thrive Wealth Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 4,092 H&R Block shares in Q4 2025, an estimated $207K.
  • Thrive Wealth Management first reported a position in H&R Block in Q2 2024 and held it in 6 quarters.
  • Thrive Wealth Management's H&R Block position peaked at $257K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Thrive Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.