UBS AM
HRB icon

UBS AM’s H&R Block HRB Stock Holding History

UBS AM’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 		$12.5M Sell
392,279
-298,758
-43% -$10.4M ﹤0.01% 1089
2025
Q4 		$30.1M Sell
691,037
-58,261
-8% -$2.72M 0.01% 728
2025
Q3 		$37.9M Buy
749,298
+577,200
+335% +$30.5M 0.01% 653
2025
Q2 		$9.45M Sell
172,098
-704,282
-80% -$40.7M ﹤0.01% 1382
2025
Q1 		$48.1M Buy
876,380
+54,002
+7% +$2.89M 0.01% 698
2024
Q4 		$43.5M Buy
822,378
+124,277
+18% +$7.3M 0.01% 696
2024
Q3 		$44.4M Buy
698,101
+156,856
+29% +$9.35M 0.01% 696
2024
Q2 		$29.4M Buy
541,245
+209,608
+63% +$10.4M 0.01% 753
2024
Q1 		$16.3M Sell
331,637
-11,473
-3% -$545K 0.01% 855
2023
Q4 		$16.6M Buy
343,110
+37,484
+12% +$1.67M 0.01% 816
2023
Q3 		$13.2M Sell
305,626
-140,371
-31% -$5.18M 0.01% 866
2023
Q2 		$15.7M Hold
445,997
– – 0.01% 820
2023
Q1 		$15.7M Sell
445,997
-32,029
-7% -$1.18M 0.01% 820
2022
Q4 		$17.5M Buy
478,026
+69,048
+17% +$2.81M 0.01% 790
2022
Q3 		$17.4M Sell
408,978
-25,459
-6% -$1.08M 0.01% 796
2022
Q2 		$15.3M Buy
434,437
+6,457
+2% +$199K 0.01% 806
2022
Q1 		$11.1M Buy
427,980
+14,034
+3% +$341K ﹤0.01% 1030
2021
Q4 		$9.75M Buy
413,946
+35,399
+9% +$859K ﹤0.01% 1137
2021
Q3 		$9.46M Sell
378,547
-123,383
-25% -$3.07M ﹤0.01% 1112
2021
Q2 		$11.8M Buy
501,930
+143,562
+40% +$3.4M 0.01% 1063
2021
Q1 		$7.81M Buy
358,368
+56,636
+19% +$1.07M ﹤0.01% 1165
2020
Q4 		$4.79M Buy
301,732
+18,799
+7% +$325K ﹤0.01% 1315
2020
Q3 		$4.61M Sell
282,933
-13,139
-4% -$193K ﹤0.01% 1183
2020
Q2 		$4.23M Sell
296,072
-50,910
-15% -$805K ﹤0.01% 1189
2020
Q1 		$4.89M Sell
346,982
-35,575
-9% -$745K ﹤0.01% 1055
2019
Q4 		$8.98M Sell
382,557
-1,269,956
-77% -$30.5M 0.01% 979
2019
Q3 		$39M Sell
1,652,513
-517,932
-24% -$13.7M 0.03% 592
2019
Q2 		$63.6M Sell
2,170,445
-81,956
-4% -$2.2M 0.05% 437
2019
Q1 		$53.9M Buy
2,252,401
+431,634
+24% +$10.6M 0.04% 463
2018
Q4 		$46.2M Buy
1,820,767
+17,154
+1% +$458K 0.04% 471
2018
Q3 		$46.4M Buy
1,803,613
+47,975
+3% +$1.22M 0.03% 520
2018
Q2 		$40M Sell
1,755,638
-72,649
-4% -$1.93M 0.03% 576
2018
Q1 		$46.5M Buy
1,828,287
+163,605
+10% +$4.3M 0.04% 520
2017
Q4 		$43.6M Buy
1,664,682
+144,409
+9% +$3.75M 0.04% 496
2017
Q3 		$40.3M Buy
1,520,273
+770
+0.1% +$22.4K 0.04% 498
2017
Q2 		$47M Buy
1,519,503
+55,093
+4% +$1.45M 0.05% 432
2017
Q1 		$34M Buy
1,464,410
+907,389
+163% +$20.3M 0.03% 528
2016
Q4 		$12.8M Sell
557,021
-19,907
-3% -$455K 0.01% 810
2016
Q3 		$13.4M Sell
576,928
-5,416
-0.9% -$127K 0.01% 811
2016
Q2 		$13.4M Buy
582,344
+32,834
+6% +$730K 0.02% 809
2016
Q1 		$14.5M Sell
549,510
-84,245
-13% -$2.65M 0.02% 761
2015
Q4 		$21.1M Sell
633,755
-325,967
-34% -$11.6M 0.02% 653
2015
Q3 		$34.7M Sell
959,722
-32,540
-3% -$1.1M 0.04% 488
2015
Q2 		$29.4M Sell
992,262
-23,928
-2% -$751K 0.03% 589
2015
Q1 		$32.6M Buy
1,016,190
+28,327
+3% +$948K 0.03% 558
2014
Q4 		$33.3M Buy
987,863
+52,767
+6% +$1.69M 0.03% 548
2014
Q3 		$29M Buy
935,096
+17,848
+2% +$582K 0.03% 584
2014
Q2 		$30.7M Buy
917,248
+58,487
+7% +$1.74M 0.03% 562
2014
Q1 		$25.9M Buy
858,761
+60,773
+8% +$1.82M 0.03% 582
2013
Q4 		$23.2M Sell
797,988
-284,501
-26% -$8.08M 0.03% 592
2013
Q3 		$28.9M Buy
1,082,489
+5,214
+0.5% +$152K 0.04% 495
2013
Q2 		$29.9M Buy
+1,077,275
New +$30.7M 0.04% 453

Other funds holding HRB

BlackRock
BlackRock New York $5.72T 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 $60.8B 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

UBS AM's HRB Position: Q1 2026 in Review

UBS AM reduced its H&R Block (HRB) stake by 43% in Q1 2026, selling an estimated $10.4M and leaving 392,279 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

UBS AM first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $63.6M in Q2 2019. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • UBS AM held 392,279 shares of H&R Block worth $12.5M as of Q1 2026.
  • UBS AM sold 298,758 H&R Block shares in Q1 2026, an estimated $10.4M.
  • H&R Block made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1089 holding.
  • UBS AM first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's H&R Block position peaked at $63.6M in Q2 2019.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.