Avantax Advisory Services’s SoundHound AI SOUN Stock Holding History

Avantax Advisory Services’s Portfolio SOUN Stock Details SOUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$778K	Buy	72,521 +13,185	+22%	+$124K	﹤0.01%	1319
2025 Q1	$482K	Sell	59,336 -8,633	-13%	-$108K	﹤0.01%	1528
2024 Q4	$1.35M	Buy	67,969 +36,594	+117%	+$353K	0.01%	905
2024 Q3	$146K	Buy	31,375 +14,040	+81%	+$67.9K	﹤0.01%	2041
2024 Q2	$68.5K	Buy	17,335 +6,660	+62%	+$30.9K	﹤0.01%	2032
2024 Q1	$62.9K	Buy	+10,675	New	+$42.3K	﹤0.01%	1614

Other funds holding SOUN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's SOUN Position: Q2 2025 in Review

Avantax Advisory Services increased its SoundHound AI (SOUN) stake by 22% in Q2 2025, buying an estimated $124K and bringing the position to 72,521 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Avantax Advisory Services first reported a position in SOUN in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2024. 430 funds tracked by Wall St. Rank hold SOUN as of Q2 2025.

Avantax Advisory Services held 72,521 shares of SoundHound AI worth $778K as of Q2 2025.
Avantax Advisory Services bought 13,185 SoundHound AI shares in Q2 2025, an estimated $124K.
SoundHound AI made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1319 holding.
Avantax Advisory Services first reported a position in SoundHound AI in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's SoundHound AI position peaked at $1.35M in Q4 2024.
430 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.