NRI
HUCK

NFP Retirement Inc’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

NFP Retirement Inc’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
2025
Q3 		– Sell
-10,000
Closed -$140K – 305
2025
Q2 		$140K Hold
10,000
– – 0.01% 288
2025
Q1 		$77.6K Hold
10,000
– – 0.01% 271
2024
Q4 		$70.8K Hold
10,000
– – 0.01% 287
2024
Q3 		$75.1K Buy
+10,000
New +$76.3K 0.01% 278

Other funds holding HUCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TAC
Twenty Acre Capital Newtown, Pennsylvania $12.4M AUM 49.87% 1-Year Est. Return

NFP Retirement Inc's HUCK Position: Q3 2025 in Review

NFP Retirement Inc sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q3 2025, closing a stake of 10,000 shares — an estimated $140K sold.

NFP Retirement Inc first reported a position in HUCK in Q3 2024 and held it in 4 quarters. The position peaked at $140K in Q2 2025. 144 funds tracked by Wall St. Rank hold HUCK as of Q3 2025.

  • NFP Retirement Inc reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q3 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 10,000 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2025, an estimated $140K.
  • NFP Retirement Inc first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2024 and held it in 4 quarters.
  • NFP Retirement Inc's Huckleberry.ai, Inc. Class B Common Stock position peaked at $140K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.