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 Q3	$2.08K	Sell	625 -112	-15%	-$412	﹤0.01%	3733
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

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

EverSource Wealth Advisors's HUCK Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 15% in Q3 2026, selling an estimated $412 and leaving 625 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

EverSource Wealth Advisors first reported a position in HUCK in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.9K in Q2 2025. 43 funds tracked by Wall St. Rank hold HUCK as of Q3 2026.

EverSource Wealth Advisors held 625 shares of Huckleberry.ai, Inc. Class B Common Stock worth $2.08K as of Q3 2026.
EverSource Wealth Advisors sold 112 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2026, an estimated $412.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3733 holding.
EverSource Wealth Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $3.9K in Q2 2025.
43 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.