Universal-Beteiligungs- und Servicegesellschaft’s H&R Block HRB Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$4.11M	Buy	108,041 +29,066	+37%	+$1.01M	0.01%	1007
2026 Q1	$2.51M	Sell	78,975 -71,879	-48%	-$2.5M	﹤0.01%	1162
2025 Q4	$6.57M	Sell	150,854 -4,947	-3%	-$231K	0.01%	771
2025 Q3	$7.88M	Sell	155,801 -14,374	-8%	-$760K	0.01%	678
2025 Q2	$9.34M	Buy	170,175 +57	+0%	+$3.29K	0.02%	596
2025 Q1	$9.34M	Sell	170,118 -29,802	-15%	-$1.59M	0.02%	592
2024 Q4	$10.6M	Buy	+199,920	New	+$11.7M	0.02%	529

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HRB Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its H&R Block (HRB) stake by 37% in Q2 2026, buying an estimated $1.01M and bringing the position to 108,041 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #1007.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q4 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 108,041 shares of H&R Block worth $4.11M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 29,066 H&R Block shares in Q2 2026, an estimated $1.01M.
H&R Block made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1007 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's H&R Block position peaked at $10.6M in Q4 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.