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 Q3	$200K	Hold	62,340	–	–	﹤0.01%	1230
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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diversify Wealth Management's HUCK Position: Q3 2026 in Review

Diversify Wealth Management held its Huckleberry.ai, Inc. Class B Common Stock (HUCK) position steady in Q3 2026 at 62,340 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Diversify Wealth Management first reported a position in HUCK in Q2 2024 and has held it in 10 quarters since. The position peaked at $711K in Q2 2025. 43 funds tracked by Wall St. Rank hold HUCK as of Q3 2026.

Diversify Wealth Management held 62,340 shares of Huckleberry.ai, Inc. Class B Common Stock worth $200K as of Q3 2026.
Diversify Wealth Management left its Huckleberry.ai, Inc. Class B Common Stock share count unchanged in Q3 2026.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1230 holding.
Diversify Wealth Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2024 and has held it in 10 quarters since.
Diversify Wealth Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $711K in Q2 2025.
43 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.