AssetMark Inc’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

AssetMark Inc’s Portfolio HUCK Stock Details HUCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-88	Closed	-$742	–	3480
2025 Q4	$742	Sell	88 -38	-30%	-$447	﹤0.01%	3014
2025 Q3	$2K	Buy	126 +50	+66%	+$774	﹤0.01%	2627
2025 Q2	$1.06K	Buy	+76	New	+$765	﹤0.01%	2597
2022 Q1	–	Sell	-7	Closed	–	–	1598
2021 Q4	$0	Buy	+7	New	+$515	﹤0.01%	1538

Other funds holding HUCK

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AssetMark Inc's HUCK Position: Q1 2026 in Review

AssetMark Inc sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2026, closing a stake of 88 shares — an estimated $742 sold.

AssetMark Inc first reported a position in HUCK in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2025. 130 funds tracked by Wall St. Rank hold HUCK as of Q1 2026.

AssetMark Inc reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 88 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2026, an estimated $742.
AssetMark Inc first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2021 and held it in 4 quarters.
AssetMark Inc's Huckleberry.ai, Inc. Class B Common Stock position peaked at $2K in Q3 2025.
130 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.