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

Avion Wealth’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
Q3 		$1K Buy
317
+147
+86% +$541 ﹤0.01% 1197
2026
Q2 		$0 Buy
+170
New +$568 ﹤0.01% 1498
2023
Q2 		– Sell
-47
Closed – – 787
2023
Q1 		$0 Buy
+47
New +$662 ﹤0.01% 585

Other funds holding HUCK

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's HUCK Position: Q3 2026 in Review

Avion Wealth increased its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 86% in Q3 2026, buying an estimated $541 and bringing the position to 317 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Avion Wealth first reported a position in HUCK in Q1 2023 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold HUCK as of Q3 2026.

  • Avion Wealth held 317 shares of Huckleberry.ai, Inc. Class B Common Stock worth $1K as of Q3 2026.
  • Avion Wealth bought 147 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2026, an estimated $541.
  • Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1197 holding.
  • Avion Wealth first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2023 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.