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

EverSource Wealth Advisors’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	$2.31K	Sell	737 -246	-25%	-$823	﹤0.01%	3669
2026 Q1	$3.01K	Buy	983 +780	+384%	+$3.95K	﹤0.01%	3492
2025 Q4	$1.71K	Buy	203 +33	+19%	+$388	﹤0.01%	3551
2025 Q3	$2.69K	Sell	170 -109	-39%	-$1.69K	﹤0.01%	3412
2025 Q2	$3.9K	Buy	279 +251	+896%	+$2.52K	﹤0.01%	3259
2025 Q1	$217	Buy	28 +25	+833%	+$200	﹤0.01%	3691
2024 Q4	$21	Buy	+3	New	+$24	﹤0.01%	3708

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

EverSource Wealth Advisors's HUCK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 25% in Q2 2026, selling an estimated $823 and leaving 737 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

EverSource Wealth Advisors first reported a position in HUCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.9K in Q2 2025. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

EverSource Wealth Advisors held 737 shares of Huckleberry.ai, Inc. Class B Common Stock worth $2.31K as of Q2 2026.
EverSource Wealth Advisors sold 246 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $823.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3669 holding.
EverSource Wealth Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $3.9K in Q2 2025.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.