Sowell Financial Services’s Huron Consulting HURN Stock Holding History

Sowell Financial Services’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	–	Sell	-1,436	Closed	-$248K	–	1149
2025 Q4	$248K	Buy	+1,436	New	+$235K	0.01%	911
2025 Q2	–	Sell	-1,416	Closed	-$203K	–	1067
2025 Q1	$203K	Buy	+1,416	New	+$190K	0.01%	927

Other funds holding HURN

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sowell Financial Services's HURN Position: Q1 2026 in Review

Sowell Financial Services sold out of Huron Consulting (HURN) in Q1 2026, closing a stake of 1,436 shares — an estimated $248K sold.

Sowell Financial Services first reported a position in HURN in Q1 2025 and held it in 2 quarters. The position peaked at $248K in Q4 2025. 286 funds tracked by Wall St. Rank hold HURN as of Q1 2026.

Sowell Financial Services reported no remaining Huron Consulting position as of Q1 2026 after selling out during the quarter.
Sowell Financial Services sold 1,436 Huron Consulting shares in Q1 2026, an estimated $248K.
Sowell Financial Services first reported a position in Huron Consulting in Q1 2025 and held it in 2 quarters.
Sowell Financial Services's Huron Consulting position peaked at $248K in Q4 2025.
286 funds tracked by Wall St. Rank held Huron Consulting as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.