Vanguard Portfolio Management
HRB icon

Vanguard Portfolio Management’s H&R Block HRB Stock Holding History

Vanguard Portfolio Management’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 		$237M Sell
6,210,650
-1,061,675
-15% -$37M 0.01% 1120
2026
Q1 		$231M Buy
+7,272,325
New +$253M 0.01% 1051

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 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management's HRB Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its H&R Block (HRB) stake by 15% in Q2 2026, selling an estimated $37M and leaving 6,210,650 shares worth $237M. The position accounts for 0.01% of the portfolio, ranked #1120.

Vanguard Portfolio Management first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Vanguard Portfolio Management held 6,210,650 shares of H&R Block worth $237M as of Q2 2026.
  • Vanguard Portfolio Management sold 1,061,675 H&R Block shares in Q2 2026, an estimated $37M.
  • H&R Block made up 0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1120 holding.
  • Vanguard Portfolio Management first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.