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Cherry Tree Wealth Management’s Huron Consulting HURN Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-20
Closed -$2.87K – 669
2025
Q1 		$2.87K Buy
+20
New +$2.69K ﹤0.01% 592

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cherry Tree Wealth Management's HURN Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Huron Consulting (HURN) in Q2 2025, closing a stake of 20 shares — an estimated $2.87K sold.

Cherry Tree Wealth Management first reported a position in HURN in Q1 2025 and held it in 1 quarter. The position peaked at $2.87K in Q1 2025. 297 funds tracked by Wall St. Rank hold HURN as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Huron Consulting position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 20 Huron Consulting shares in Q2 2025, an estimated $2.87K.
  • Cherry Tree Wealth Management first reported a position in Huron Consulting in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Huron Consulting position peaked at $2.87K in Q1 2025.
  • 297 funds tracked by Wall St. Rank held Huron Consulting as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.