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Waldron Private Wealth’s H&R Block HRB Stock Holding History

Waldron Private Wealth’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 		$231K Buy
+6,075
New +$212K 0.01% 323
2026
Q1 		– Sell
-6,075
Closed -$267K – 344
2025
Q4 		$267K Hold
6,075
– – 0.01% 287
2025
Q3 		$310K Hold
6,075
– – 0.01% 254
2025
Q2 		$336K Hold
6,075
– – 0.01% 240
2025
Q1 		$336K Sell
6,075
-7,827
-56% -$418K 0.02% 229
2024
Q4 		$740K Buy
13,902
+6,936
+100% +$408K 0.03% 200
2024
Q3 		$443K Buy
6,966
+22
+0.3% +$1.31K 0.02% 265
2024
Q2 		$379K Buy
6,944
+36
+0.5% +$1.79K 0.02% 277
2024
Q1 		$341K Sell
6,908
-18
-0.3% -$855 0.02% 291
2023
Q4 		$337K Buy
6,926
+16
+0.2% +$713 0.02% 291
2023
Q3 		$300K Buy
6,910
+124
+2% +$4.58K 0.02% 290
2023
Q2 		$218K Buy
6,786
+421
+7% +$13.6K 0.01% 343
2023
Q1 		$226K Sell
6,365
-163
-2% -$6.03K 0.01% 370
2022
Q4 		$279K Hold
6,528
– – 0.02% 309
2022
Q3 		$279K Buy
6,528
+178
+3% +$7.53K 0.02% 311
2022
Q2 		$225K Buy
+6,350
New +$196K 0.01% 349
2016
Q1 		– Sell
-6,650
Closed -$223K – 164
2015
Q4 		$223K Hold
6,650
– – 0.08% 141
2015
Q3 		$240K Buy
+6,650
New +$225K 0.1% 110
2015
Q2 		– Sell
-6,650
Closed -$213K – 127
2015
Q1 		$213K Hold
6,650
– – 0.09% 117
2014
Q4 		$224K Hold
6,650
– – 0.09% 110
2014
Q3 		$206K Hold
6,650
– – 0.1% 108
2014
Q2 		$223K Hold
6,650
– – 0.1% 108
2014
Q1 		$201K Buy
+6,650
New +$200K 0.1% 112

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 $3.37T 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

Waldron Private Wealth's HRB Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in H&R Block (HRB) in Q2 2026: 6,075 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in HRB as recently as Q4 2025.

Waldron Private Wealth first reported a position in HRB in Q1 2014 and has held it in 23 quarters since. The position peaked at $740K in Q4 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Waldron Private Wealth held 6,075 shares of H&R Block worth $231K as of Q2 2026.
  • H&R Block was a new Waldron Private Wealth position in Q2 2026.
  • H&R Block made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #323 holding.
  • Waldron Private Wealth first reported a position in H&R Block in Q1 2014 and has held it in 23 quarters since.
  • Waldron Private Wealth's H&R Block position peaked at $740K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.