Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
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
2008   Q4 0 0.00 Sell 100.00% 2.25 $15.37–23.27 · VW $19.79i SEC
2008   Q3 2,649,587 2.25 Reduce 16.74% 1.28 $15.00–27.97 · VW $20.90i $60,278,000 SEC
2008   Q2 3,182,201 7.63 Reduce 4.89% 0.08 $20.40–24.65 · VW $23.13i $68,099,000 SEC
2008   Q1 3,345,948 1.56 Reduce 1.56% 0.02 $17.13–22.27 · VW $20.42i $69,462,000 SEC
2007   Q4 3,398,961 1.34 Reduce 16.93% 0.31 $16.89–21.84 · VW $19.32i $63,119,000 SEC
2007   Q3 4,091,763 1.83 Reduce 0.46% <0.01 $17.96–23.00 · VW $20.92i $86,664,000 SEC
2007   Q2 4,110,833 2.04 Add 0.16% <0.01 $19.90–24.02 · VW $21.29i $96,070,000 SEC
2007   Q1 4,104,173 1.97 Add 2.96% 0.06 $18.31–24.95 · VW $21.96i $86,352,000 SEC
2006   Q4 3,986,033 2.17 Add 2.09% 0.04 $21.47–24.86 · VW $23.64i $91,838,000 SEC
2006   Q3 3,904,340 2.21 Reduce 0.71% 0.02 $20.20–22.94 · VW $21.67i $84,880,000 SEC
2006   Q2 3,932,276 2.60 Buy 2.60 $21.25–24.30 · VW $22.77i $93,824,000 SEC
2006   Q1 0 0.00 Sell 100.00% 3.00 $19.80–25.67 · VW $22.77i SEC
2005   Q4 4,016,402 3.00 Reduce 4.28% <0.01 $23.06–26.96 · VW $24.83i $98,603,000 SEC
2005   Q3 4,195,795 0.20 Reduce 0.57% 0.03 $23.01–29.02 · VW $25.63i $100,615,000 SEC
2005   Q2 4,219,686 4.82 Buy 4.82 $24.47–30.00 · VW $27.65i $123,109,339 SEC
Price snapshot:
Current price$40.86
52-week low$27.48
52-week high$54.70