Carson Wealth (CWM LLC)
HUCK

Carson Wealth (CWM LLC)’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Carson Wealth (CWM LLC)’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 		$28.4K Buy
9,296
+7,984
+609% +$40.5K ﹤0.01% 4202
2025
Q4 		$11K Sell
1,312
-297
-18% -$3.49K ﹤0.01% 4490
2025
Q3 		$25K Buy
1,609
+221
+16% +$3.42K ﹤0.01% 3978
2025
Q2 		$19K Buy
1,388
+511
+58% +$5.14K ﹤0.01% 3938
2025
Q1 		$7K Buy
877
+648
+283% +$5.19K ﹤0.01% 4275
2024
Q4 		$2K Buy
229
+46
+25% +$372 ﹤0.01% 4523
2024
Q3 		$1K Buy
183
+30
+20% +$229 ﹤0.01% 4557
2024
Q2 		$1K Sell
153
-16
-9% -$120 ﹤0.01% 4360
2024
Q1 		$2K Sell
169
-225
-57% -$2.34K ﹤0.01% 3960
2023
Q4 		$4K Sell
394
-591
-60% -$5.46K ﹤0.01% 3587
2023
Q3 		$10K Buy
985
+965
+4,825% +$13.4K ﹤0.01% 3124
2023
Q2 		$0 Buy
+20
New +$295 ﹤0.01% 4226
2023
Q1 		– Sell
-412
Closed -$6K – 4110
2022
Q4 		$6K Sell
412
-1,239
-75% -$19.2K ﹤0.01% 3066
2022
Q3 		$30K Buy
1,651
+1,448
+713% +$38K ﹤0.01% 1958
2022
Q2 		$6K Buy
203
+101
+99% +$3.71K ﹤0.01% 2865
2022
Q1 		$5K Buy
102
+94
+1,175% +$4.27K ﹤0.01% 2817
2021
Q4 		$0 Buy
+8
New +$588 ﹤0.01% 3517

Other funds holding HUCK

RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
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
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HUCK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 609% in Q1 2026, buying an estimated $40.5K and bringing the position to 9,296 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4202.

Carson Wealth (CWM LLC) first reported a position in HUCK in Q4 2021 and has held it in 17 quarters since. The position peaked at $30K in Q3 2022. 130 funds tracked by Wall St. Rank hold HUCK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,296 shares of Huckleberry.ai, Inc. Class B Common Stock worth $28.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,984 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2026, an estimated $40.5K.
  • Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4202 holding.
  • Carson Wealth (CWM LLC) first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Huckleberry.ai, Inc. Class B Common Stock position peaked at $30K in Q3 2022.
  • 130 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.