Rockwood Wealth Management’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Rockwood Wealth Management’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	$170K	Sell	54,226 -1	-0%	-$3	0.01%	130
2026 Q1	$166K	Buy	54,227 +7,507	+16%	+$38K	0.01%	114
2025 Q4	$394K	Buy	46,720 +1	+0%	+$12	0.03%	78
2025 Q3	$740K	Hold	46,719	–	–	0.06%	50
2025 Q2	$653K	Buy	46,719 +25,735	+123%	+$259K	0.06%	52
2025 Q1	$163K	Buy	20,984 +7,508	+56%	+$60.1K	0.02%	92
2024 Q4	$97.3K	Hold	13,476	–	–	0.01%	95
2024 Q3	$101K	Hold	13,476	–	–	0.01%	85
2024 Q2	$104K	Buy	+13,476	New	+$101K	0.01%	83

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

Rockwood Wealth Management's HUCK Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 0% in Q2 2026, selling an estimated $3 and leaving 54,226 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #130.

Rockwood Wealth Management first reported a position in HUCK in Q2 2024 and has held it in 9 quarters since. The position peaked at $740K in Q3 2025. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

Rockwood Wealth Management held 54,226 shares of Huckleberry.ai, Inc. Class B Common Stock worth $170K as of Q2 2026.
Rockwood Wealth Management sold 1 Huckleberry.ai, Inc. Class B Common Stock share in Q2 2026, an estimated $3.
Huckleberry.ai, Inc. Class B Common Stock made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #130 holding.
Rockwood Wealth Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2024 and has held it in 9 quarters since.
Rockwood Wealth Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $740K in Q3 2025.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.