Avestar Capital’s SoundHound AI SOUN Stock Holding History

Avestar Capital’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
2026 Q2	$65.3K	Sell	10,100 -6,000	-37%	-$46.5K	﹤0.01%	540
2026 Q1	$111K	Hold	16,100	–	–	0.01%	498
2025 Q4	$161K	Sell	16,100 -1,170	-7%	-$16.8K	0.01%	462
2025 Q3	$278K	Buy	17,270 +1,000	+6%	+$13.3K	0.02%	427
2025 Q2	$175K	Sell	16,270 -1,100	-6%	-$10.4K	0.01%	471
2025 Q1	$141K	Sell	17,370 -1,600	-8%	-$19.9K	0.01%	469
2024 Q4	$376K	Hold	18,970	–	–	0.03%	340
2024 Q3	$88.4K	Sell	18,970 -9,500	-33%	-$45.9K	0.01%	459
2024 Q2	$112K	Sell	28,470 -9,330	-25%	-$43.2K	0.01%	437
2024 Q1	$223K	Buy	+37,800	New	+$150K	0.02%	405
2023 Q4	–	Sell	-28,000	Closed	-$56.3K	–	434
2023 Q3	$56.3K	Sell	28,000 -1,000	-3%	-$2.54K	0.01%	359
2023 Q2	$132K	Buy	29,000 +5,500	+23%	+$16.3K	0.02%	319
2023 Q1	$64.9K	Buy	+23,500	New	+$55.4K	0.01%	311

Other funds holding SOUN

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $246M AUM 51.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Avestar Capital's SOUN Position: Q2 2026 in Review

Avestar Capital reduced its SoundHound AI (SOUN) stake by 37% in Q2 2026, selling an estimated $46.5K and leaving 10,100 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Avestar Capital first reported a position in SOUN in Q1 2023 and has held it in 13 quarters since. The position peaked at $376K in Q4 2024. 151 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

Avestar Capital held 10,100 shares of SoundHound AI worth $65.3K as of Q2 2026.
Avestar Capital sold 6,000 SoundHound AI shares in Q2 2026, an estimated $46.5K.
SoundHound AI made up ﹤0.01% of Avestar Capital's portfolio in Q2 2026, its #540 holding.
Avestar Capital first reported a position in SoundHound AI in Q1 2023 and has held it in 13 quarters since.
Avestar Capital's SoundHound AI position peaked at $376K in Q4 2024.
151 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.