TWD
HRB icon

True Wealth Design’s H&R Block HRB Stock Holding History

True Wealth Design’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 		$21.1K Buy
665
+603
+973% +$21K 0.01% 698
2025
Q4 		$2.7K Sell
62
-116
-65% -$5.42K ﹤0.01% 1339
2025
Q3 		$9K Buy
178
+168
+1,680% +$8.88K ﹤0.01% 872
2025
Q2 		$549 Buy
10
+7
+233% +$404 ﹤0.01% 1704
2025
Q1 		$165 Sell
3
-23
-88% -$1.23K ﹤0.01% 2025
2024
Q4 		$1.37K Sell
26
-709
-96% -$41.7K ﹤0.01% 839
2024
Q3 		$46.7K Sell
735
-17,221
-96% -$1.03M 0.02% 153
2024
Q2 		$974K Sell
17,956
-128
-0.7% -$6.37K 0.24% 36
2024
Q1 		$888K Buy
+18,084
New +$859K 0.22% 58
2023
Q1 		– Sell
-18,285
Closed -$668K – 879
2022
Q4 		$668K Buy
+18,285
New +$743K 0.31% 94

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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