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
Q2 		$74.6K Buy
1,959
+1,294
+195% +$45.1K 0.02% 349
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 $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 $3.37T AUM 44.26% 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

True Wealth Design's HRB Position: Q2 2026 in Review

True Wealth Design increased its H&R Block (HRB) stake by 195% in Q2 2026, buying an estimated $45.1K and bringing the position to 1,959 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #349.

True Wealth Design first reported a position in HRB in Q4 2022 and has held it in 11 quarters since. The position peaked at $974K in Q2 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • True Wealth Design held 1,959 shares of H&R Block worth $74.6K as of Q2 2026.
  • True Wealth Design bought 1,294 H&R Block shares in Q2 2026, an estimated $45.1K.
  • H&R Block made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #349 holding.
  • True Wealth Design first reported a position in H&R Block in Q4 2022 and has held it in 11 quarters since.
  • True Wealth Design's H&R Block position peaked at $974K in Q2 2024.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.