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Wealth Preservation Advisors’s H&R Block HRB Stock Holding History

Wealth Preservation Advisors’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
-171
Closed -$5.43K – 451
2026
Q1 		$5.43K Buy
+171
New +$5.96K ﹤0.01% 483

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

Wealth Preservation Advisors's HRB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of H&R Block (HRB) in Q2 2026, closing a stake of 171 shares — an estimated $5.43K sold.

Wealth Preservation Advisors first reported a position in HRB in Q1 2026 and held it in 1 quarter. The position peaked at $5.43K in Q1 2026. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 171 H&R Block shares in Q2 2026, an estimated $5.43K.
  • Wealth Preservation Advisors first reported a position in H&R Block in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's H&R Block position peaked at $5.43K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.