Wealth Enhancement Advisory Services
HRB icon

Wealth Enhancement Advisory Services’s H&R Block HRB Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.06M Buy
113,628
+79,463
+233% +$2.77M 0.01% 1148
2026
Q1 		$1.1M Sell
34,165
-5,413
-14% -$189K ﹤0.01% 1733
2025
Q4 		$1.72M Buy
39,578
+1,089
+3% +$50.9K ﹤0.01% 1599
2025
Q3 		$1.95M Buy
38,489
+9,135
+31% +$483K ﹤0.01% 1455
2025
Q2 		$1.65M Buy
29,354
+13,404
+84% +$774K ﹤0.01% 1465
2025
Q1 		$876K Sell
15,950
-5,388
-25% -$288K ﹤0.01% 1669
2024
Q4 		$1.13M Sell
21,338
-4,303
-17% -$253K ﹤0.01% 1472
2024
Q3 		$1.63M Buy
25,641
+9,773
+62% +$583K ﹤0.01% 1156
2024
Q2 		$861K Buy
15,868
+5,571
+54% +$277K ﹤0.01% 1351
2024
Q1 		$506K Buy
10,297
+180
+2% +$8.55K ﹤0.01% 1582
2023
Q4 		$489K Buy
10,117
+2,542
+34% +$113K ﹤0.01% 1520
2023
Q3 		$326K Buy
+7,575
New +$280K ﹤0.01% 1691

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's HRB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its H&R Block (HRB) stake by 233% in Q2 2026, buying an estimated $2.77M and bringing the position to 113,628 shares worth $4.06M. The position accounts for 0.01% of the portfolio, ranked #1148.

Wealth Enhancement Advisory Services first reported a position in HRB in Q3 2023 and has held it in 12 quarters since. 96 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 113,628 shares of H&R Block worth $4.06M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 79,463 H&R Block shares in Q2 2026, an estimated $2.77M.
  • H&R Block made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1148 holding.
  • Wealth Enhancement Advisory Services first reported a position in H&R Block in Q3 2023 and has held it in 12 quarters since.
  • 96 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.