BLOCK H & R INC

Ticker: HRB CUSIP: 093671105 Class: Com

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 47,276 Value ($000) $2,060 Avg Close $46.41 Range $40.97 - $52.38

Q3 2025

Shares 53,120 Value ($000) $2,686 Avg Close $52.02 Range $46.15 - $56.52

Q2 2025

Shares 615,826 Value ($000) $33,802 Avg Close $56.45 Range $51.66 - $63.05

Q1 2025

Shares 703,672 Value ($000) $38,639 Avg Close $51.92 Range $47.97 - $55.75

Q4 2024

Shares 597,699 Value ($000) $31,582 Avg Close $56.67 Range $49.81 - $61.43

Q3 2024

Shares 587,982 Value ($000) $37,366 Avg Close $57.15 Range $50.05 - $65.51

Q2 2024

Shares 91,686 Value ($000) $4,972 Avg Close $47.43 Range $43.63 - $52.13

Q1 2024

Shares 86,067 Value ($000) $4,227 Avg Close $44.98 Range $39.95 - $50.32

Q4 2023

Shares 57,529 Value ($000) $2,783 Avg Close $41.91 Range $36.78 - $46.33

Q3 2023

Shares 35,961 Value ($000) $1,548 Avg Close $34.45 Range $28.53 - $41.18

Q2 2023

Shares 82,894 Value ($000) $2,642 Avg Close $29.86 Range $26.58 - $32.73

Q1 2023

Shares 413,952 Value ($000) $6,420 Avg Close $33.91 Range $30.34 - $36.77

Q4 2022

Shares 187,060 Value ($000) $6,830 Avg Close $36.99 Range $32.77 - $39.98

Q3 2022

Shares 208,255 Value ($000) $8,859 Avg Close $38.26 Range $31.66 - $44.00

Q2 2022

Shares 260,380 Value ($000) $9,197 Avg Close $27.71 Range $21.18 - $32.98

Q1 2022

Shares 122,597 Value ($000) $3,192 Avg Close $21.58 Range $18.68 - $24.04

Q4 2021

Shares 121,598 Value ($000) $2,865 Avg Close $21.32 Range $19.77 - $22.62

Q3 2021

Shares 154,400 Value ($000) $3,860 Avg Close $21.66 Range $20.05 - $22.99

Q2 2021

Shares 110,697 Value ($000) $2,599 Avg Close $20.32 Range $18.57 - $22.49

Q1 2021

Shares 102,737 Value ($000) $2,240 Avg Close $16.05 Range $13.06 - $18.82

Q4 2020

Shares 100,007 Value ($000) $1,586 Avg Close $14.48 Range $12.63 - $16.16

Q3 2020

Shares 635,162 Value ($000) $10,347 Avg Close $12.11 Range $10.71 - $13.86

Q2 2020

Shares 572,183 Value ($000) $8,170 Avg Close $12.75 Range $9.56 - $15.97

Q1 2020

Shares 159,633 Value ($000) $2,248 Avg Close $16.67 Range $9.10 - $19.94

Q4 2019

Shares 149,481 Value ($000) $3,510 Avg Close $18.91 Range $17.90 - $19.98

Q3 2019

Shares 141,821 Value ($000) $3,350 Avg Close $20.60 Range $18.19 - $23.02

Q2 2019

Shares 145,765 Value ($000) $4,271 Avg Close $20.72 Range $18.44 - $22.96

Q1 2019

Shares 160,139 Value ($000) $3,834 Avg Close $18.77 Range $17.50 - $19.79

Q4 2018

Shares 150,401 Value ($000) $3,816 Avg Close $20.22 Range $17.99 - $22.03

Q2 2018

Shares 1,925 Value ($000) $44 Avg Close $19.67 Range $16.79 - $22.07

Q1 2018

Shares 1,535 Value ($000) $40 Avg Close $19.35 Range $17.47 - $21.63

Q4 2017

Shares 7,230 Value ($000) $190 Avg Close $18.93 Range $17.15 - $21.40

Q3 2017

Shares 11,234 Value ($000) $299 Avg Close $20.97 Range $18.34 - $22.91

Q2 2017

Shares 13,677 Value ($000) $423 Avg Close $18.78 Range $16.31 - $22.77

Q1 2017

Shares 14,061 Value ($000) $327 Avg Close $15.87 Range $14.05 - $17.57

Q4 2016

Shares 19,980 Value ($000) $459 Avg Close $16.08 Range $14.66 - $16.89

Q3 2016

Shares 27,603 Value ($000) $639 Avg Close $16.27 Range $14.28 - $17.31

Q2 2016

Shares 27,513 Value ($000) $633 Avg Close $15.31 Range $13.19 - $18.28

Q1 2016

Shares 26,831 Value ($000) $709 Avg Close $21.47 Range $17.99 - $23.99

Q4 2015

Shares 10,119 Value ($000) $337 Avg Close $24.16 Range $21.88 - $25.49

Q3 2015

Shares 9,037 Value ($000) $327 Avg Close $22.90 Range $19.68 - $24.65

Q2 2015

Shares 13,665 Value ($000) $405 Avg Close $21.07 Range $19.86 - $22.04

Q1 2015

Shares 13,228 Value ($000) $424 Avg Close $22.34 Range $20.98 - $23.86

Q4 2014

Shares 10,087 Value ($000) $340 Avg Close $21.26 Range $18.17 - $23.25

Q3 2014

Shares 8,405 Value ($000) $261 Avg Close $21.50 Range $20.36 - $22.33

Q2 2014

Shares 3,122 Value ($000) $105 Avg Close $19.51 Range $17.62 - $22.16

Q1 2014

Shares 2,625 Value ($000) $79 Avg Close $19.54 Range $18.16 - $21.07

Q4 2013

Shares 1,897 Value ($000) $55 Avg Close $18.37 Range $17.17 - $19.31

Q3 2013

Shares 644 Value ($000) $17 Avg Close $18.68 Range $16.77 - $20.56

Q2 2013

Shares 631 Value ($000) $18 Avg Close $18.18 Range $16.91 - $19.23

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	47,276	$2,060	$46.41	$40.97 - $52.38
Q3 2025	53,120	$2,686	$52.02	$46.15 - $56.52
Q2 2025	615,826	$33,802	$56.45	$51.66 - $63.05
Q1 2025	703,672	$38,639	$51.92	$47.97 - $55.75
Q4 2024	597,699	$31,582	$56.67	$49.81 - $61.43
Q3 2024	587,982	$37,366	$57.15	$50.05 - $65.51
Q2 2024	91,686	$4,972	$47.43	$43.63 - $52.13
Q1 2024	86,067	$4,227	$44.98	$39.95 - $50.32
Q4 2023	57,529	$2,783	$41.91	$36.78 - $46.33
Q3 2023	35,961	$1,548	$34.45	$28.53 - $41.18
Q2 2023	82,894	$2,642	$29.86	$26.58 - $32.73
Q1 2023	413,952	$6,420	$33.91	$30.34 - $36.77
Q4 2022	187,060	$6,830	$36.99	$32.77 - $39.98
Q3 2022	208,255	$8,859	$38.26	$31.66 - $44.00
Q2 2022	260,380	$9,197	$27.71	$21.18 - $32.98
Q1 2022	122,597	$3,192	$21.58	$18.68 - $24.04
Q4 2021	121,598	$2,865	$21.32	$19.77 - $22.62
Q3 2021	154,400	$3,860	$21.66	$20.05 - $22.99
Q2 2021	110,697	$2,599	$20.32	$18.57 - $22.49
Q1 2021	102,737	$2,240	$16.05	$13.06 - $18.82
Q4 2020	100,007	$1,586	$14.48	$12.63 - $16.16
Q3 2020	635,162	$10,347	$12.11	$10.71 - $13.86
Q2 2020	572,183	$8,170	$12.75	$9.56 - $15.97
Q1 2020	159,633	$2,248	$16.67	$9.10 - $19.94
Q4 2019	149,481	$3,510	$18.91	$17.90 - $19.98
Q3 2019	141,821	$3,350	$20.60	$18.19 - $23.02
Q2 2019	145,765	$4,271	$20.72	$18.44 - $22.96
Q1 2019	160,139	$3,834	$18.77	$17.50 - $19.79
Q4 2018	150,401	$3,816	$20.22	$17.99 - $22.03
Q2 2018	1,925	$44	$19.67	$16.79 - $22.07
Q1 2018	1,535	$40	$19.35	$17.47 - $21.63
Q4 2017	7,230	$190	$18.93	$17.15 - $21.40
Q3 2017	11,234	$299	$20.97	$18.34 - $22.91
Q2 2017	13,677	$423	$18.78	$16.31 - $22.77
Q1 2017	14,061	$327	$15.87	$14.05 - $17.57
Q4 2016	19,980	$459	$16.08	$14.66 - $16.89
Q3 2016	27,603	$639	$16.27	$14.28 - $17.31
Q2 2016	27,513	$633	$15.31	$13.19 - $18.28
Q1 2016	26,831	$709	$21.47	$17.99 - $23.99
Q4 2015	10,119	$337	$24.16	$21.88 - $25.49
Q3 2015	9,037	$327	$22.90	$19.68 - $24.65
Q2 2015	13,665	$405	$21.07	$19.86 - $22.04
Q1 2015	13,228	$424	$22.34	$20.98 - $23.86
Q4 2014	10,087	$340	$21.26	$18.17 - $23.25
Q3 2014	8,405	$261	$21.50	$20.36 - $22.33
Q2 2014	3,122	$105	$19.51	$17.62 - $22.16
Q1 2014	2,625	$79	$19.54	$18.16 - $21.07
Q4 2013	1,897	$55	$18.37	$17.17 - $19.31
Q3 2013	644	$17	$18.68	$16.77 - $20.56
Q2 2013	631	$18	$18.18	$16.91 - $19.23