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

Diversify Wealth Management’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 Q2	$223K	Buy	62,340 +13,408	+27%	+$44.8K	﹤0.01%	1164
2026 Q1	$172K	Hold	48,932	–	–	﹤0.01%	1100
2025 Q4	$357K	Hold	48,932	–	–	0.02%	506
2025 Q3	$682K	Hold	48,932	–	–	0.04%	332
2025 Q2	$711K	Buy	48,932 +25,735	+111%	+$259K	0.04%	321
2025 Q1	$176K	Buy	23,197 +2,705	+13%	+$21.7K	0.01%	498
2024 Q4	$139K	Hold	20,492	–	–	0.01%	501
2024 Q3	$155K	Hold	20,492	–	–	0.01%	457
2024 Q2	$156K	Buy	+20,492	New	+$153K	0.02%	423

Other funds holding HUCK

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diversify Wealth Management's HUCK Position: Q2 2026 in Review

Diversify Wealth Management increased its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 27% in Q2 2026, buying an estimated $44.8K and bringing the position to 62,340 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Diversify Wealth Management first reported a position in HUCK in Q2 2024 and has held it in 9 quarters since. The position peaked at $711K in Q2 2025. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

Diversify Wealth Management held 62,340 shares of Huckleberry.ai, Inc. Class B Common Stock worth $223K as of Q2 2026.
Diversify Wealth Management bought 13,408 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $44.8K.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1164 holding.
Diversify Wealth Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $711K in Q2 2025.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.