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

Creative Planning’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	-10,838	Closed	-$91.4K	–	4135
2025 Q4	$91.4K	Sell	10,838 -20,574	-65%	-$242K	﹤0.01%	3728
2025 Q3	$498K	Buy	31,412 +16,050	+104%	+$249K	﹤0.01%	2728
2025 Q2	$215K	Buy	15,362 +2,889	+23%	+$29.1K	﹤0.01%	3171
2025 Q1	$96.8K	Buy	12,473 +10,074	+420%	+$80.7K	﹤0.01%	3260
2024 Q4	$17K	Buy	+2,399	New	+$19.4K	﹤0.01%	3354

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

Creative Planning's HUCK Position: Q1 2026 in Review

Creative Planning sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2026, closing a stake of 10,838 shares — an estimated $91.4K sold.

Creative Planning first reported a position in HUCK in Q4 2024 and held it in 5 quarters. The position peaked at $498K in Q3 2025. 130 funds tracked by Wall St. Rank hold HUCK as of Q1 2026.

Creative Planning reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 10,838 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2026, an estimated $91.4K.
Creative Planning first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2024 and held it in 5 quarters.
Creative Planning's Huckleberry.ai, Inc. Class B Common Stock position peaked at $498K in Q3 2025.
130 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.