Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Huron Consulting HURN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.9K Sell
352
-112
-24% -$16.8K ﹤0.01% 3896
2025
Q4 		$80K Buy
464
+60
+15% +$9.82K ﹤0.01% 3232
2025
Q3 		$59K Buy
404
+6
+2% +$818 ﹤0.01% 3392
2025
Q2 		$55K Sell
398
-9
-2% -$1.28K ﹤0.01% 3204
2025
Q1 		$58K Buy
407
+146
+56% +$19.6K ﹤0.01% 2851
2024
Q4 		$32K Buy
261
+116
+80% +$13.6K ﹤0.01% 3126
2024
Q3 		$16K Buy
145
+46
+46% +$4.88K ﹤0.01% 3510
2024
Q2 		$10K Buy
99
+6
+6% +$552 ﹤0.01% 3544
2024
Q1 		$9K Buy
93
+25
+37% +$2.53K ﹤0.01% 3398
2023
Q4 		$7K Sell
68
-6
-8% -$616 ﹤0.01% 3347
2023
Q3 		$8K Hold
74
– – ﹤0.01% 3246
2023
Q2 		$6K Sell
74
-9
-11% -$738 ﹤0.01% 3352
2023
Q1 		$7K Hold
83
– – ﹤0.01% 3142
2022
Q4 		$6K Hold
83
– – ﹤0.01% 3078
2022
Q3 		$5K Hold
83
– – ﹤0.01% 3070
2022
Q2 		$5K Hold
83
– – ﹤0.01% 2979
2022
Q1 		$4K Hold
83
– – ﹤0.01% 2932
2021
Q4 		$4K Buy
+83
New +$4.14K ﹤0.01% 2837
2021
Q2 		$4K Hold
83
– – ﹤0.01% 2441
2021
Q1 		$4K Hold
83
– – ﹤0.01% 2441
2020
Q4 		$4K Hold
83
– – ﹤0.01% 2440
2020
Q3 		$4K Hold
83
– – ﹤0.01% 2440
2020
Q2 		$4K Hold
83
– – ﹤0.01% 2440
2020
Q1 		$4K Hold
83
– – ﹤0.01% 2440
2019
Q4 		$4K Hold
83
– – ﹤0.01% 2439
2019
Q3 		$4K Hold
83
– – ﹤0.01% 2439
2019
Q2 		$4K Hold
83
– – ﹤0.01% 2439
2019
Q1 		$4K Buy
+83
New +$4.1K ﹤0.01% 2438

Other funds holding HURN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HURN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Huron Consulting (HURN) stake by 24% in Q1 2026, selling an estimated $16.8K and leaving 352 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3896.

Carson Wealth (CWM LLC) first reported a position in HURN in Q1 2019 and has held it in 28 quarters since. The position peaked at $80K in Q4 2025. 288 funds tracked by Wall St. Rank hold HURN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 352 shares of Huron Consulting worth $44.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 112 Huron Consulting shares in Q1 2026, an estimated $16.8K.
  • Huron Consulting made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3896 holding.
  • Carson Wealth (CWM LLC) first reported a position in Huron Consulting in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Huron Consulting position peaked at $80K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Huron Consulting as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.