WANY
HUCK

Wealthspire Advisors (New York)’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-125
Closed -$1.98K – 1511
2025
Q3 		$1.98K Buy
+125
New +$1.94K ﹤0.01% 2615

Other funds holding HUCK

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s HUCK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q4 2025, closing a stake of 125 shares — an estimated $1.98K sold.

Wealthspire Advisors (New York) first reported a position in HUCK in Q3 2025 and held it in 1 quarter. The position peaked at $1.98K in Q3 2025. 131 funds tracked by Wall St. Rank hold HUCK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 125 Huckleberry.ai, Inc. Class B Common Stock shares in Q4 2025, an estimated $1.98K.
  • Wealthspire Advisors (New York) first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Huckleberry.ai, Inc. Class B Common Stock position peaked at $1.98K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.