Creative Planning
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Creative Planning’s Huron Consulting HURN Stock Holding History

Creative Planning’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
Q2 		$577K Sell
6,401
-1,736
-21% -$199K ﹤0.01% 3089
2026
Q1 		$1.04M Sell
8,137
-6,758
-45% -$1.02M ﹤0.01% 2423
2025
Q4 		$2.58M Buy
14,895
+4,215
+39% +$690K ﹤0.01% 1504
2025
Q3 		$1.57M Buy
10,680
+3,262
+44% +$445K ﹤0.01% 1738
2025
Q2 		$1.02M Buy
7,418
+24
+0.3% +$3.41K ﹤0.01% 1830
2025
Q1 		$1.06M Buy
7,394
+3,847
+108% +$517K ﹤0.01% 1671
2024
Q4 		$441K Buy
3,547
+959
+37% +$112K ﹤0.01% 2344
2024
Q3 		$281K Buy
2,588
+246
+11% +$26.1K ﹤0.01% 2569
2024
Q2 		$231K Buy
+2,342
New +$215K ﹤0.01% 2576
2017
Q3 		– Sell
-100
Closed -$4K – 2710
2017
Q2 		$4K Hold
100
– – ﹤0.01% 4096
2017
Q1 		$4K Buy
+100
New +$4.41K ﹤0.01% 4049
2016
Q1 		– Sell
-30
Closed -$2K – 4410
2015
Q4 		$2K Buy
+30
New +$1.69K ﹤0.01% 4024
2014
Q4 		– Sell
-100
Closed -$6K – 4236
2014
Q3 		$6K Sell
100
-29
-22% -$1.85K ﹤0.01% 3198
2014
Q2 		$9K Buy
129
+29
+29% +$1.92K ﹤0.01% 2929
2014
Q1 		$6K Hold
100
– – ﹤0.01% 2998
2013
Q4 		$6K Hold
100
– – ﹤0.01% 2770
2013
Q3 		$5K Buy
+100
New +$4.93K ﹤0.01% 2727

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Creative Planning's HURN Position: Q2 2026 in Review

Creative Planning reduced its Huron Consulting (HURN) stake by 21% in Q2 2026, selling an estimated $199K and leaving 6,401 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

Creative Planning first reported a position in HURN in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.58M in Q4 2025. 243 funds tracked by Wall St. Rank hold HURN as of Q2 2026.

  • Creative Planning held 6,401 shares of Huron Consulting worth $577K as of Q2 2026.
  • Creative Planning sold 1,736 Huron Consulting shares in Q2 2026, an estimated $199K.
  • Huron Consulting made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3089 holding.
  • Creative Planning first reported a position in Huron Consulting in Q3 2013 and has held it in 17 quarters since.
  • Creative Planning's Huron Consulting position peaked at $2.58M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Huron Consulting as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.