Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  H&R Block, Inc. (HRB)
← All HRB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 0.01 $24.68–27.54 · VW $26.25i SEC
2018   Q2 26,030 0.01 $22.78 $593,000 SEC
2018   Q1 26,030 0.01 Add 4.66% <0.01 $23.80–29.47 · VW $26.97i $661,000 SEC
2017   Q4 24,870 0.01 $26.22 $652,000 SEC
2017   Q3 24,870 0.01 $26.50 $659,000 SEC
2017   Q2 24,870 0.01 Add 24.16% <0.01 $24.55–31.70 · VW $28.92i $769,000 SEC
2017   Q1 20,030 0.01 Add 14.85% <0.01 $19.85–24.82 · VW $23.15i $466,000 SEC
2016   Q4 17,440 0.01 Reduce 10.56% <0.01 $20.91–24.06 · VW $22.14i $401,000 SEC
2016   Q3 19,500 0.01 Reduce 3.61% <0.01 $20.58–24.95 · VW $22.83i $451,000 SEC
2016   Q2 20,230 0.01 Buy 0.01 $19.18–24.53 · VW $22.50i $465,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.01 $19.75–35.14 · VW $25.04i SEC
2015   Q4 10,850 0.01 Buy 0.01 $31.00–37.53 · VW $34.19i $361,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.01 $31.41–35.09 · VW $33.59i SEC
2014   Q3 14,820 0.01 Buy 0.01 $27.42–33.92 · VW $31.22i $460,000 SEC
2010   Q4 0 0.00 Sell 100.00% <0.01 $11.15–13.79 · VW $12.49i SEC
2010   Q3 10,370 <0.01 Buy <0.01 $10.13–15.97 · VW $12.63i $134,000 SEC
2009   Q2 0 0.00 Sell 100.00% <0.01 $13.73–17.85 · VW $16.09i SEC
2009   Q1 1,000 <0.01 $18.00 $18,000 SEC
2008   Q4 1,000 <0.01 $23.00 $23,000 SEC
2008   Q3 1,000 <0.01 $23.00 $23,000 SEC
2008   Q2 1,000 <0.01 Reduce 48.77% <0.01 $20.40–24.65 · VW $23.13i $21,000 SEC
2008   Q1 1,952 <0.01 $21.00 $41,000 SEC
2007   Q4 1,952 <0.01 $18.44 $36,000 SEC
2007   Q3 1,952 <0.01 $21.00 $41,000 SEC
2007   Q2 1,952 <0.01 $23.57 $46,000 SEC
2007   Q1 1,952 <0.01 $21.00 $41,000 SEC
2006   Q4 1,952 <0.01 $23.05 $45,000 SEC
2006   Q3 1,952 <0.01 $21.52 $42,000 SEC
2006   Q2 1,952 <0.01 $24.08 $47,000 SEC
2006   Q1 1,952 <0.01 $21.52 $42,000 SEC
2005   Q4 1,952 <0.01 $24.59 $48,000 SEC
2005   Q3 1,952 <0.01 $24.08 $47,000 SEC
2005   Q2 1,952 <0.01 $29.20 $57,000 SEC
2005   Q1 1,952 <0.01 $25.10 $49,000 SEC
2004   Q4 1,952 <0.01 $24.59 $48,000 SEC
2004   Q3 1,952 <0.01 $24.59 $48,000 SEC
2004   Q2 1,952 <0.01 $24.08 $47,000 SEC
2004   Q1 1,952 <0.01 $25.62 $50,000 SEC
2003   Q4 1,952 <0.01 $27.67 $54,000 SEC
2003   Q3 1,952 <0.01 $21.52 $42,000 SEC
2003   Q2 1,952 <0.01 $21.52 $42,000 SEC
2003   Q1 1,952 <0.01 $21.35 $41,665 SEC
2002   Q4 1,952 <0.01 $19.98 $39,000 SEC
2002   Q3 1,952 <0.01 $21,005.13 $41,002,000 SEC
2002   Q2 1,952 <0.01 $23,074.80 $45,042,000 SEC
2002   Q1 1,952 0.01 $22,224.90 $43,383,000 SEC
2001   Q4 1,952 0.02 $22,349.90 $43,627,000 SEC
2001   Q3 1,952 0.03 $19,280.23 $37,635,000 SEC
2001   Q2 1,952 0.02 $16,137.30 $31,500,000 SEC
2001   Q1 1,952 0.02 $12,514.86 $24,429,000 SEC
2000   Q4 1,952 0.01 $10,342.73 $20,189,000 SEC
2000   Q3 1,952 0.01 Buy 0.01 $7.83–9.34 · VW $8.70i $18,085,000 SEC
Price snapshot:
Current price$40.86
52-week low$27.48
52-week high$54.70