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Mark Sheptoff Financial Planning’s Huron Consulting HURN Stock Holding History

Mark Sheptoff Financial 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
2025
Q3 		– Sell
-25
Closed -$3.44K – 512
2025
Q2 		$3.44K Buy
+25
New +$3.55K ﹤0.01% 429

Other funds holding HURN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

Mark Sheptoff Financial Planning's HURN Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Huron Consulting (HURN) in Q3 2025, closing a stake of 25 shares — an estimated $3.44K sold.

Mark Sheptoff Financial Planning first reported a position in HURN in Q2 2025 and held it in 1 quarter. The position peaked at $3.44K in Q2 2025. 281 funds tracked by Wall St. Rank hold HURN as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Huron Consulting position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 25 Huron Consulting shares in Q3 2025, an estimated $3.44K.
  • Mark Sheptoff Financial Planning first reported a position in Huron Consulting in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Huron Consulting position peaked at $3.44K in Q2 2025.
  • 281 funds tracked by Wall St. Rank held Huron Consulting as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.