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Capital & Planning LLC’s SoundHound AI SOUN Stock Holding History

Capital & Planning 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
Q1 		$344 Buy
+50
New +$431 ﹤0.01% 163
2025
Q1 		– Sell
-50
Closed -$992 – 156
2024
Q4 		$992 Buy
+50
New +$482 ﹤0.01% 176

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Capital & Planning LLC's SOUN Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in SoundHound AI (SOUN) in Q1 2026: 50 shares worth $344. The stake represents ﹤0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in SOUN as recently as Q4 2024.

Capital & Planning LLC first reported a position in SOUN in Q4 2024 and has held it in 2 quarters since. The position peaked at $992 in Q4 2024. 449 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • Capital & Planning LLC held 50 shares of SoundHound AI worth $344 as of Q1 2026.
  • SoundHound AI was a new Capital & Planning LLC position in Q1 2026.
  • SoundHound AI made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #163 holding.
  • Capital & Planning LLC first reported a position in SoundHound AI in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's SoundHound AI position peaked at $992 in Q4 2024.
  • 449 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.