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HRBHRB
Showing 8 of 21 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in BLOCK H & R INC

Yes. Newedge Group holds 17,388 shares of HRB (Block), worth $662,126, as of its Q2 2026 13F filing. It increased the position by 3,545 shares (+25.6%) from Q1 2026. Newedge Group has held HRB since Q2 2021, across 21 quarterly 13F filings.

Current Value

$662,126

Current Shares

17,388

Total Value Change

-$61.8M

Total Shares Change

-965,108

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,388
+25.6%
$662,1260.0%$37.74
30
2026-Q1
Decreased
13,843
-98.4%
$439,3810.0%$31.11
0
2025-Q4
Increased
843,749
+0.0%
$36.8M0.4%$42.15
35
2025-Q3
Decreased
843,376
-11.6%
$42.7M0.6%$48.43
0
2025-Q2
Decreased
954,198
-5.6%
$52.6M0.8%$52.13
0
2025-Q1
Decreased
1M
-7.8%
$55.5M1.0%$51.82
0
2024-Q4
Increased
1.1M
+11.5%
$57.9M1.0%$49.52
52
2024-Q3
Increased
982,496
+2.6%
$62.4M1.1%$59.17
48

Other major holders of HRB: FMR LLC, BlackRock, Inc.

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