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

NewEdge Wealth, LLC holds 17,388 shares of HRB (BLOCK H & R INC), worth $662,126 as of 2026-Q2. The position was increased (+25.6% shares). HRB represents 0.0% of NewEdge Wealth, LLC's portfolio.

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%$38.08
30
2026-Q1
Decreased
13,843
-98.4%
$439,3810.0%$31.50
0
2025-Q4
Increased
843,749
+0.0%
$36.8M0.4%$43.55
35
2025-Q3
Decreased
843,376
-11.6%
$42.7M0.6%$50.10
0
2025-Q2
Decreased
954,198
-5.6%
$52.6M0.8%$53.72
0
2025-Q1
Decreased
1M
-7.8%
$55.5M1.0%$52.79
0
2024-Q4
Increased
1.1M
+11.5%
$57.9M1.0%$50.52
52
2024-Q3
Increased
982,496
+2.6%
$62.4M1.1%$61.27
48

Other major holders of HRB: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc., BlackRock Finance, Inc.

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