CPL
SOUN icon

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
Q2 		– Sell
-50
Closed -$344 – 140
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 $3.38T AUM 44.17% 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

Capital & Planning LLC's SOUN Position: Q2 2026 in Review

Capital & Planning LLC sold out of SoundHound AI (SOUN) in Q2 2026, closing a stake of 50 shares — an estimated $344 sold.

Capital & Planning LLC first reported a position in SOUN in Q4 2024 and held it in 2 quarters. The position peaked at $992 in Q4 2024. 445 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Capital & Planning LLC reported no remaining SoundHound AI position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 50 SoundHound AI shares in Q2 2026, an estimated $344.
  • Capital & Planning LLC first reported a position in SoundHound AI in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's SoundHound AI position peaked at $992 in Q4 2024.
  • 445 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.