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Woodline Partners’s H&R Block HRB Stock Holding History

Woodline Partners’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
2025
Q4 		– Sell
-260,532
Closed -$13.2M – 1065
2025
Q3 		$13.2M Buy
+260,532
New +$13.8M 0.06% 374
2023
Q4 		– Sell
-5,210
Closed -$224K – 557
2023
Q3 		$224K Buy
+5,210
New +$192K ﹤0.01% 548
2023
Q1 		– Sell
-8,574
Closed -$313K – 701
2022
Q4 		$313K Buy
+8,574
New +$348K ﹤0.01% 646

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Woodline Partners's HRB Position: Q4 2025 in Review

Woodline Partners sold out of H&R Block (HRB) in Q4 2025, closing a stake of 260,532 shares — an estimated $13.2M sold.

Woodline Partners first reported a position in HRB in Q4 2022 and held it in 3 quarters. The position peaked at $13.2M in Q3 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Woodline Partners reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Woodline Partners sold 260,532 H&R Block shares in Q4 2025, an estimated $13.2M.
  • Woodline Partners first reported a position in H&R Block in Q4 2022 and held it in 3 quarters.
  • Woodline Partners's H&R Block position peaked at $13.2M in Q3 2025.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Woodline Partners's 13F filing for Q4 2025, filed 17 Feb 2026.