PWA
HUCK

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

Physician 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 		$486 Buy
+155
New +$518 ﹤0.01% 2143
2026
Q1 		– Sell
-133
Closed -$1.12K – 2111
2025
Q4 		$1.12K Sell
133
-20
-13% -$235 ﹤0.01% 1547
2025
Q3 		$2.42K Hold
153
– – ﹤0.01% 1137
2025
Q2 		$2.14K Buy
153
+133
+665% +$1.34K ﹤0.01% 1022
2025
Q1 		$156 Hold
20
– – ﹤0.01% 1403
2024
Q4 		$142 Buy
+20
New +$162 ﹤0.01% 1124

Other funds holding HUCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2026: 155 shares worth $486. The stake represents ﹤0.01% of the portfolio and ranks #2143 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in HUCK as recently as Q4 2025.

Physician Wealth Advisors first reported a position in HUCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.42K in Q3 2025. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

  • Physician Wealth Advisors held 155 shares of Huckleberry.ai, Inc. Class B Common Stock worth $486 as of Q2 2026.
  • Huckleberry.ai, Inc. Class B Common Stock was a new Physician Wealth Advisors position in Q2 2026.
  • Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2143 holding.
  • Physician Wealth Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $2.42K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

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