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

IFP 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	$72	Buy	23 +8	+53%	+$27	﹤0.01%	4995
2026 Q1	$46	Buy	15 +9	+150%	+$46	﹤0.01%	4839
2025 Q4	$51	Hold	6	–	–	﹤0.01%	4698
2025 Q3	$95	Buy	+6	New	+$93	﹤0.01%	4552
2025 Q2	–	Hold	0	–	–	–	4493
2025 Q1	–	Hold	0	–	–	–	3851
2024 Q4	–	Hold	0	–	–	–	4062
2023 Q4	–	Sell	-718	Closed	-$7.04K	–	3112
2023 Q3	$7.04K	Hold	718	–	–	﹤0.01%	2398
2023 Q2	$10.5K	Buy	+718	New	+$10.6K	﹤0.01%	2285
2022 Q4	–	Sell	-18	Closed	-$1K	–	4655
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	4533
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	4313
2022 Q1	$1K	Buy	+18	New	+$818	﹤0.01%	4313

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

IFP Advisors's HUCK Position: Q2 2026 in Review

IFP Advisors increased its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 53% in Q2 2026, buying an estimated $27 and bringing the position to 23 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #4995.

IFP Advisors first reported a position in HUCK in Q1 2022 and has held it in 9 quarters since. The position peaked at $10.5K in Q2 2023. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

IFP Advisors held 23 shares of Huckleberry.ai, Inc. Class B Common Stock worth $72 as of Q2 2026.
IFP Advisors bought 8 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $27.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4995 holding.
IFP Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2022 and has held it in 9 quarters since.
IFP Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $10.5K in Q2 2023.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.