Wellington Management Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.6M | Sell |
807,644
-890,272
| -52% | -$31M | ﹤0.01% | 922 |
|
|
2025
Q4 | $74M | Sell |
1,697,916
-606,329
| -26% | -$28.3M | 0.01% | 624 |
|
|
2025
Q3 | $117M | Buy |
2,304,245
+51,719
| +2% | +$2.73M | 0.02% | 525 |
|
|
2025
Q2 | $124M | Buy |
2,252,526
+110,538
| +5% | +$6.38M | 0.02% | 473 |
|
|
2025
Q1 | $118M | Buy |
2,141,988
+119,510
| +6% | +$6.39M | 0.02% | 470 |
|
|
2024
Q4 | $107M | Sell |
2,022,478
-313,233
| -13% | -$18.4M | 0.02% | 516 |
|
|
2024
Q3 | $148M | Sell |
2,335,711
-1,031,492
| -31% | -$61.5M | 0.03% | 449 |
|
|
2024
Q2 | $183M | Sell |
3,367,203
-6,509
| -0.2% | -$324K | 0.03% | 403 |
|
|
2024
Q1 | $166M | Buy |
3,373,712
+173,593
| +5% | +$8.25M | 0.03% | 429 |
|
|
2023
Q4 | $155M | Sell |
3,200,119
-382,298
| -11% | -$17M | 0.03% | 450 |
|
|
2023
Q3 | $154M | Sell |
3,582,417
-221,397
| -6% | -$8.17M | 0.03% | 431 |
|
|
2023
Q2 | $121M | Sell |
3,803,814
-4,784,530
| -56% | -$155M | 0.02% | 496 |
|
|
2023
Q1 | $303M | Buy |
8,588,344
+151,487
| +2% | +$5.6M | 0.06% | 299 |
|
|
2022
Q4 | $308M | Buy |
8,436,857
+27,774
| +0.3% | +$1.13M | 0.06% | 291 |
|
|
2022
Q3 | $358M | Buy |
8,409,083
+3,928,162
| +88% | +$166M | 0.08% | 249 |
|
|
2022
Q2 | $158M | Buy |
4,480,921
+1,896,262
| +73% | +$58.5M | 0.03% | 432 |
|
|
2022
Q1 | $67.3M | Sell |
2,584,659
-53,114
| -2% | -$1.29M | 0.01% | 671 |
|
|
2021
Q4 | $62.1M | Buy |
2,637,773
+134,143
| +5% | +$3.25M | 0.01% | 766 |
|
|
2021
Q3 | $62.6M | Buy |
2,503,630
+1,458,897
| +140% | +$36.3M | 0.01% | 751 |
|
|
2021
Q2 | $24.5M | Buy |
1,044,733
+138,909
| +15% | +$3.29M | ﹤0.01% | 1042 |
|
|
2021
Q1 | $19.7M | Buy |
+905,824
| New | +$17.1M | ﹤0.01% | 1077 |
|
|
2020
Q3 | – | Sell |
-83,812
| Closed | -$1.2M | – | 1934 |
|
|
2020
Q2 | $1.2M | Buy |
83,812
+42,855
| +105% | +$677K | ﹤0.01% | 1459 |
|
|
2020
Q1 | $576K | Sell |
40,957
-7,425
| -15% | -$156K | ﹤0.01% | 1667 |
|
|
2019
Q4 | $1.14M | Sell |
48,382
-55,195
| -53% | -$1.33M | ﹤0.01% | 1676 |
|
|
2019
Q3 | $2.45M | Buy |
103,577
+60,662
| +141% | +$1.61M | ﹤0.01% | 1532 |
|
|
2019
Q2 | $1.26M | Sell |
42,915
-145,261
| -77% | -$3.9M | ﹤0.01% | 1719 |
|
|
2019
Q1 | $4.51M | Sell |
188,176
-731,425
| -80% | -$18M | ﹤0.01% | 1404 |
|
|
2018
Q4 | $23.3M | Buy |
919,601
+17,249
| +2% | +$460K | 0.01% | 945 |
|
|
2018
Q3 | $23.2M | Buy |
902,352
+29,826
| +3% | +$757K | ﹤0.01% | 1032 |
|
|
2018
Q2 | $19.9M | Sell |
872,526
-161,230
| -16% | -$4.28M | ﹤0.01% | 1088 |
|
|
2018
Q1 | $26.3M | Sell |
1,033,756
-231,717
| -18% | -$6.1M | 0.01% | 984 |
|
|
2017
Q4 | $33.2M | Buy |
1,265,473
+54,736
| +5% | +$1.42M | 0.01% | 908 |
|
|
2017
Q3 | $32.1M | Buy |
1,210,737
+411,028
| +51% | +$11.9M | 0.01% | 898 |
|
|
2017
Q2 | $24.7M | Buy |
799,709
+322,924
| +68% | +$8.48M | 0.01% | 958 |
|
|
2017
Q1 | $11.1M | Buy |
476,785
+331,268
| +228% | +$7.41M | ﹤0.01% | 1208 |
|
|
2016
Q4 | $3.35M | Buy |
+145,517
| New | +$3.33M | ﹤0.01% | 1542 |
|
|
2016
Q2 | – | Sell |
-28,283
| Closed | -$747K | – | 2121 |
|
|
2016
Q1 | $747K | Buy |
28,283
+14,984
| +113% | +$471K | ﹤0.01% | 1877 |
|
|
2015
Q4 | $443K | Sell |
13,299
-145,717
| -92% | -$5.18M | ﹤0.01% | 1997 |
|
|
2015
Q3 | $5.76M | Buy |
+159,016
| New | +$5.38M | ﹤0.01% | 1323 |
|
|
2015
Q2 | – | Sell |
-13,679
| Closed | -$439K | – | 2174 |
|
|
2015
Q1 | $439K | Sell |
13,679
-9,965
| -42% | -$334K | ﹤0.01% | 2013 |
|
|
2014
Q4 | $796K | Sell |
23,644
-88,615
| -79% | -$2.84M | ﹤0.01% | 1908 |
|
|
2014
Q3 | $3.48M | Buy |
+112,259
| New | +$3.66M | ﹤0.01% | 1544 |
|
|
2013
Q4 | – | Sell |
-27,559
| Closed | -$735K | – | 2181 |
|
|
2013
Q3 | $735K | Sell |
27,559
-8,592
| -24% | -$250K | ﹤0.01% | 1874 |
|
|
2013
Q2 | $1M | Buy |
+36,151
| New | +$1.03M | ﹤0.01% | 1766 |
|
Other funds holding HRB
VPM
VCM
Wellington Management Group's HRB Position: Q1 2026 in Review
Wellington Management Group reduced its H&R Block (HRB) stake by 52% in Q1 2026, selling an estimated $31M and leaving 807,644 shares worth $25.6M. The position accounts for ﹤0.01% of the portfolio, ranked #922.
Wellington Management Group first reported a position in HRB in Q2 2013 and has held it in 44 quarters since. The position peaked at $358M in Q3 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Wellington Management Group held 807,644 shares of H&R Block worth $25.6M as of Q1 2026.
- Wellington Management Group sold 890,272 H&R Block shares in Q1 2026, an estimated $31M.
- H&R Block made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #922 holding.
- Wellington Management Group first reported a position in H&R Block in Q2 2013 and has held it in 44 quarters since.
- Wellington Management Group's H&R Block position peaked at $358M in Q3 2022.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.