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Vise Technologies’s H&R Block HRB Stock Holding History

Vise Technologies’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 		– Sell
-7,548
Closed -$329K – 1897
2026
Q1 		$329K Hold
7,548
– – 0.01% 1097
2025
Q4 		$329K Buy
7,548
+3,062
+68% +$143K 0.01% 1103
2025
Q3 		$227K Buy
4,486
+311
+7% +$16.4K 0.01% 1054
2025
Q2 		$229K Buy
+4,175
New +$241K 0.01% 945
2023
Q1 		– Sell
-8,453
Closed -$309K – 349
2022
Q4 		$309K Sell
8,453
-1,509
-15% -$61.3K 0.1% 228
2022
Q3 		$424K Sell
9,962
-2,028
-17% -$85.8K 0.16% 154
2022
Q2 		$423K Buy
+11,990
New +$370K 0.16% 150

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vise Technologies's HRB Position: Q2 2026 in Review

Vise Technologies sold out of H&R Block (HRB) in Q2 2026, closing a stake of 7,548 shares — an estimated $329K sold.

Vise Technologies first reported a position in HRB in Q2 2022 and held it in 7 quarters. The position peaked at $424K in Q3 2022. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Vise Technologies reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 7,548 H&R Block shares in Q2 2026, an estimated $329K.
  • Vise Technologies first reported a position in H&R Block in Q2 2022 and held it in 7 quarters.
  • Vise Technologies's H&R Block position peaked at $424K in Q3 2022.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.