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Bogart Wealth LLC’s SoundHound AI SOUN Stock Holding History

Bogart Wealth LLC’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 		$38.9K Sell
6,015
-14,854
-71% -$115K ﹤0.01% 607
2026
Q1 		$143K Buy
20,869
+9,880
+90% +$85.3K 0.01% 313
2025
Q4 		$110K Buy
10,989
+8,164
+289% +$117K ﹤0.01% 333
2025
Q3 		$45.4K Buy
2,825
+2,000
+242% +$26.5K ﹤0.01% 482
2025
Q2 		$8.85K Buy
825
+5
+0.6% +$47 ﹤0.01% 818
2025
Q1 		$6.66K Sell
820
-1,410
-63% -$17.6K ﹤0.01% 850
2024
Q4 		$44.2K Buy
2,230
+100
+5% +$963 ﹤0.01% 429
2024
Q3 		$9.93K Buy
2,130
+830
+64% +$4.01K ﹤0.01% 699
2024
Q2 		$5.13K Buy
1,300
+1,200
+1,200% +$5.56K ﹤0.01% 782
2024
Q1 		$589 Buy
+100
New +$396 ﹤0.01% 1003

Other funds holding SOUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bogart Wealth LLC's SOUN Position: Q2 2026 in Review

Bogart Wealth LLC reduced its SoundHound AI (SOUN) stake by 71% in Q2 2026, selling an estimated $115K and leaving 6,015 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Bogart Wealth LLC first reported a position in SOUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $143K in Q1 2026. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Bogart Wealth LLC held 6,015 shares of SoundHound AI worth $38.9K as of Q2 2026.
  • Bogart Wealth LLC sold 14,854 SoundHound AI shares in Q2 2026, an estimated $115K.
  • SoundHound AI made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #607 holding.
  • Bogart Wealth LLC first reported a position in SoundHound AI in Q1 2024 and has held it in 10 quarters since.
  • Bogart Wealth LLC's SoundHound AI position peaked at $143K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.