Pinnacle Wealth Planning Services’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Pinnacle Wealth Planning Services’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	$75	Sell	24 -333	-93%	-$1.11K	﹤0.01%	2735
2026 Q1	$1.09K	Buy	357 +333	+1,388%	+$1.69K	﹤0.01%	2539
2025 Q4	$202	Buy	+24	New	+$282	﹤0.01%	2714

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

Pinnacle Wealth Planning Services's HUCK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 93% in Q2 2026, selling an estimated $1.11K and leaving 24 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Pinnacle Wealth Planning Services first reported a position in HUCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09K in Q1 2026. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

Pinnacle Wealth Planning Services held 24 shares of Huckleberry.ai, Inc. Class B Common Stock worth $75 as of Q2 2026.
Pinnacle Wealth Planning Services sold 333 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $1.11K.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2735 holding.
Pinnacle Wealth Planning Services first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Huckleberry.ai, Inc. Class B Common Stock position peaked at $1.09K in Q1 2026.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.