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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HRB Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its H&R Block (HRB) stake by 48% in Q1 2026, selling an estimated $2.5M and leaving 78,975 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q4 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft held 78,975 shares of H&R Block worth $2.51M as of Q1 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 71,879 H&R Block shares in Q1 2026, an estimated $2.5M.
H&R Block made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1162 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in H&R Block in Q4 2024 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's H&R Block position peaked at $10.6M in Q4 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.