Position history for NewEdge Wealth, LLC's holdings in BLOCK H & R INC
NewEdge Wealth, LLC holds 13,843 shares of HRB (BLOCK H & R INC), worth $439,381 as of 2026-Q1. The position was decreased (-98.4% shares). HRB represents 0.0% of NewEdge Wealth, LLC's portfolio.
Current Value
$439,381
Current Shares
13,843
Total Value Change
-$51.5M
Total Shares Change
-943,746
Other major holders of HRB: VANGUARD GROUP INC, BlackRock, Inc., BlackRock Finance, Inc.
Decreased |
| 13,843 |
-98.4% |
| $439,381 |
| 0.0% |
| $31.50 |
0 |
| 2025-Q4 | Increased | 843,749 | +0.0% | $36.8M | 0.4% | $43.55 | 35 |
| 2025-Q3 | Decreased | 843,376 | -11.6% | $42.7M | 0.6% | $50.10 | 0 |
| 2025-Q2 | Decreased | 954,198 | -5.6% | $52.6M | 0.8% | $53.72 | 0 |
| 2025-Q1 | Decreased | 1M | -7.8% | $55.5M | 1.0% | $52.79 | 0 |
| 2024-Q4 | Increased | 1.1M | +11.5% | $57.9M | 1.0% | $50.52 | 52 |
| 2024-Q3 | Increased | 982,496 | +2.6% | $62.4M | 1.1% | $61.27 | 48 |
| 2024-Q2 | Increased | 957,589 | +1.4% | $51.9M | 1.1% | $51.90 | 47 |