Root Financial Partners
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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
Q3 		$1.41K Buy
+9
New +$1.28K ﹤0.01% 2796
2026
Q2 		– Sell
-14
Closed -$1.78K – 1666
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Keeler Thomas Management
Keeler Thomas Management Orem, Utah $256M AUM 13.76% 1-Year Est. Return

Root Financial Partners's HURN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Huron Consulting (HURN) in Q3 2026: 9 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #2796 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HURN as recently as Q1 2026.

Root Financial Partners first reported a position in HURN in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.8K in Q4 2025. 69 funds tracked by Wall St. Rank hold HURN as of Q3 2026.

  • Root Financial Partners held 9 shares of Huron Consulting worth $1.41K as of Q3 2026.
  • Huron Consulting was a new Root Financial Partners position in Q3 2026.
  • Huron Consulting made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2796 holding.
  • Root Financial Partners first reported a position in Huron Consulting in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Huron Consulting position peaked at $3.8K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Huron Consulting as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.