Rothschild Investment LLC’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Rothschild Investment LLC’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	$1.38K	Buy	442 +329	+291%	+$1.1K	﹤0.01%	2915
2026 Q1	$346	Buy	113 +33	+41%	+$167	﹤0.01%	3208
2025 Q4	$674	Hold	80	–	–	﹤0.01%	2823
2025 Q3	$1.27K	Hold	80	–	–	﹤0.01%	2491
2025 Q2	$1.12K	Hold	80	–	–	﹤0.01%	2410
2025 Q1	$621	Buy	80 +35	+78%	+$280	﹤0.01%	2548
2024 Q4	$319	Buy	45 +15	+50%	+$121	﹤0.01%	2675
2024 Q3	$225	Sell	30 -15	-33%	-$115	﹤0.01%	2691
2024 Q2	$347	Buy	+45	New	+$337	﹤0.01%	2220

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

Rothschild Investment LLC's HUCK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 291% in Q2 2026, buying an estimated $1.1K and bringing the position to 442 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2915.

Rothschild Investment LLC first reported a position in HUCK in Q2 2024 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

Rothschild Investment LLC held 442 shares of Huckleberry.ai, Inc. Class B Common Stock worth $1.38K as of Q2 2026.
Rothschild Investment LLC bought 329 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $1.1K.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2915 holding.
Rothschild Investment LLC first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2024 and has held it in 9 quarters since.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.