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Capstone Wealth Management Group (Oregon)’s SoundHound AI SOUN Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$70.3K Hold
10,235
– – 0.04% 123
2025
Q4 		$102K Hold
10,235
– – 0.06% 129
2025
Q3 		$165K Hold
10,235
– – 0.11% 122
2025
Q2 		$110K Hold
10,235
– – 0.08% 105
2025
Q1 		$83.1K Hold
10,235
– – 0.07% 90
2024
Q4 		$203K Buy
+10,235
New +$98.6K 0.15% 101

Other funds holding SOUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Capstone Wealth Management Group (Oregon)'s SOUN Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its SoundHound AI (SOUN) position steady in Q1 2026 at 10,235 shares worth $70.3K. The position accounts for 0.04% of the portfolio, ranked #123.

Capstone Wealth Management Group (Oregon) first reported a position in SOUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $203K in Q4 2024. 447 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 10,235 shares of SoundHound AI worth $70.3K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its SoundHound AI share count unchanged in Q1 2026.
  • SoundHound AI made up 0.04% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #123 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in SoundHound AI in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s SoundHound AI position peaked at $203K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.