UBS Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.6M | Sell |
908,285
-26,410
| -3% | -$920K | ﹤0.01% | 2110 |
|
|
2026
Q1 | $29.7M | Sell |
934,695
-222
| -0% | -$7.74K | ﹤0.01% | 2187 |
|
|
2025
Q4 | $40.7M | Buy |
934,917
+150,719
| +19% | +$7.05M | 0.01% | 1840 |
|
|
2025
Q3 | $39.7M | Buy |
784,198
+27,652
| +4% | +$1.46M | 0.01% | 1862 |
|
|
2025
Q2 | $41.5M | Buy |
756,546
+16,991
| +2% | +$981K | 0.01% | 1682 |
|
|
2025
Q1 | $40.6M | Sell |
739,555
-83,936
| -10% | -$4.49M | 0.01% | 1677 |
|
|
2024
Q4 | $43.5M | Buy |
823,491
+650,300
| +375% | +$38.2M | 0.01% | 1589 |
|
|
2024
Q3 | $11M | Sell |
173,191
-89,863
| -34% | -$5.36M | ﹤0.01% | 2279 |
|
|
2024
Q2 | $14.3M | Buy |
263,054
+21,750
| +9% | +$1.08M | ﹤0.01% | 1949 |
|
|
2024
Q1 | $11.9M | Buy |
241,304
+21,011
| +10% | +$998K | ﹤0.01% | 2135 |
|
|
2023
Q4 | $10.7M | Sell |
220,293
-149,776
| -40% | -$6.68M | ﹤0.01% | 2038 |
|
|
2023
Q3 | $15.9M | Buy |
370,069
+77,952
| +27% | +$2.88M | 0.01% | 1646 |
|
|
2023
Q2 | $9.31M | Sell |
292,117
-337,902
| -54% | -$10.9M | ﹤0.01% | 2008 |
|
|
2023
Q1 | $22.2M | Buy |
630,019
+235,377
| +60% | +$8.7M | 0.01% | 1317 |
|
|
2022
Q4 | $14.4M | Buy |
394,642
+78,926
| +25% | +$3.21M | 0.01% | 1652 |
|
|
2022
Q3 | $13.4M | Sell |
315,716
-58,471
| -16% | -$2.47M | 0.01% | 1555 |
|
|
2022
Q2 | $13.2M | Sell |
374,187
-67,611
| -15% | -$2.09M | 0.01% | 1622 |
|
|
2022
Q1 | $11.5M | Buy |
441,798
+11,706
| +3% | +$284K | ﹤0.01% | 1835 |
|
|
2021
Q4 | $10.1M | Sell |
430,092
-40,549
| -9% | -$984K | ﹤0.01% | 2127 |
|
|
2021
Q3 | $11.8M | Sell |
470,641
-119,695
| -20% | -$2.98M | ﹤0.01% | 1906 |
|
|
2021
Q2 | $13.9M | Sell |
590,336
-38,321
| -6% | -$907K | ﹤0.01% | 1776 |
|
|
2021
Q1 | $13.7M | Buy |
628,657
+329,308
| +110% | +$6.22M | ﹤0.01% | 1698 |
|
|
2020
Q4 | $4.75M | Sell |
299,349
-87,698
| -23% | -$1.51M | ﹤0.01% | 2495 |
|
|
2020
Q3 | $6.3M | Buy |
387,047
+10,489
| +3% | +$154K | ﹤0.01% | 1987 |
|
|
2020
Q2 | $5.38M | Buy |
376,558
+229,515
| +156% | +$3.63M | ﹤0.01% | 1988 |
|
|
2020
Q1 | $2.07M | Buy |
147,043
+103,916
| +241% | +$2.18M | ﹤0.01% | 2728 |
|
|
2019
Q4 | $1.01M | Sell |
43,127
-47,044
| -52% | -$1.13M | ﹤0.01% | 4202 |
|
|
2019
Q3 | $2.13M | Sell |
90,171
-482,631
| -84% | -$12.8M | ﹤0.01% | 3227 |
|
|
2019
Q2 | $16.8M | Buy |
572,802
+142,452
| +33% | +$3.83M | 0.01% | 1337 |
|
|
2019
Q1 | $10.3M | Buy |
430,350
+269,698
| +168% | +$6.63M | ﹤0.01% | 1658 |
|
|
2018
Q4 | $4.08M | Sell |
160,652
-405,572
| -72% | -$10.8M | ﹤0.01% | 2339 |
|
|
2018
Q3 | $14.6M | Buy |
566,224
+213,213
| +60% | +$5.41M | 0.01% | 1447 |
|
|
2018
Q2 | $8.04M | Sell |
353,011
-174,559
| -33% | -$4.63M | ﹤0.01% | 1924 |
|
|
2018
Q1 | $13.4M | Buy |
527,570
+236,308
| +81% | +$6.22M | 0.01% | 1450 |
|
|
2017
Q4 | $7.64M | Buy |
291,262
+184,583
| +173% | +$4.79M | ﹤0.01% | 1954 |
|
|
2017
Q3 | $2.83M | Sell |
106,679
-77,673
| -42% | -$2.26M | ﹤0.01% | 2777 |
|
|
2017
Q2 | $5.7M | Buy |
184,352
+59,493
| +48% | +$1.56M | ﹤0.01% | 2032 |
|
|
2017
Q1 | $2.9M | Sell |
124,859
-83,884
| -40% | -$1.88M | ﹤0.01% | 2585 |
|
|
2016
Q4 | $4.8M | Sell |
208,743
-27,066
| -11% | -$619K | ﹤0.01% | 2128 |
|
|
2016
Q3 | $5.46M | Buy |
235,809
+54,391
| +30% | +$1.27M | ﹤0.01% | 1941 |
|
|
2016
Q2 | $4.17M | Buy |
181,418
+70,601
| +64% | +$1.57M | ﹤0.01% | 2105 |
|
|
2016
Q1 | $2.93M | Sell |
110,817
-235,352
| -68% | -$7.39M | ﹤0.01% | 2338 |
|
|
2015
Q4 | $11.5M | Buy |
346,169
+107,015
| +45% | +$3.8M | 0.01% | 1304 |
|
|
2015
Q3 | $8.66M | Buy |
239,154
+10,213
| +4% | +$346K | 0.01% | 1497 |
|
|
2015
Q2 | $6.79M | Sell |
228,941
-406,171
| -64% | -$12.7M | ﹤0.01% | 1801 |
|
|
2015
Q1 | $20.4M | Sell |
635,112
-132,769
| -17% | -$4.45M | 0.01% | 949 |
|
|
2014
Q4 | $25.9M | Buy |
+767,881
| New | +$24.6M | 0.02% | 850 |
|
Other funds holding HRB
UBS Group's HRB Position: Q2 2026 in Review
UBS Group reduced its H&R Block (HRB) stake by 2.8% in Q2 2026, selling an estimated $920K and leaving 908,285 shares worth $34.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2110.
UBS Group first reported a position in HRB in Q4 2014 and has held it in 47 quarters since. The position peaked at $43.5M in Q4 2024. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- UBS Group held 908,285 shares of H&R Block worth $34.6M as of Q2 2026.
- UBS Group sold 26,410 H&R Block shares in Q2 2026, an estimated $920K.
- H&R Block made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2110 holding.
- UBS Group first reported a position in H&R Block in Q4 2014 and has held it in 47 quarters since.
- UBS Group's H&R Block position peaked at $43.5M in Q4 2024.
- 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.