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Root Financial Partners’s Huron Consulting HURN Stock Holding History

Root Financial Partners’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 		$1.78K Sell
14
-8
-36% -$1.2K ﹤0.01% 2364
2025
Q4 		$3.8K Buy
22
+3
+16% +$491 ﹤0.01% 1852
2025
Q3 		$2.79K Buy
+19
New +$2.59K ﹤0.01% 1902

Other funds holding HURN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's HURN Position: Q1 2026 in Review

Root Financial Partners reduced its Huron Consulting (HURN) stake by 36% in Q1 2026, selling an estimated $1.2K and leaving 14 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Root Financial Partners first reported a position in HURN in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.8K in Q4 2025. 286 funds tracked by Wall St. Rank hold HURN as of Q1 2026.

  • Root Financial Partners held 14 shares of Huron Consulting worth $1.78K as of Q1 2026.
  • Root Financial Partners sold 8 Huron Consulting shares in Q1 2026, an estimated $1.2K.
  • Huron Consulting made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2364 holding.
  • Root Financial Partners first reported a position in Huron Consulting in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Huron Consulting position peaked at $3.8K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Huron Consulting as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.