Carson Wealth (CWM LLC)
SOUN icon

Carson Wealth (CWM LLC)’s SoundHound AI SOUN Stock Holding History

Carson Wealth (CWM 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 		$289K Sell
42,050
-362
-0.9% -$3.12K ﹤0.01% 2409
2025
Q4 		$423K Buy
42,412
+2,554
+6% +$36.8K ﹤0.01% 2020
2025
Q3 		$641K Buy
39,858
+23,816
+148% +$316K ﹤0.01% 1661
2025
Q2 		$172K Sell
16,042
-5,416
-25% -$51K ﹤0.01% 2308
2025
Q1 		$174K Buy
21,458
+8,098
+61% +$101K ﹤0.01% 2026
2024
Q4 		$265K Buy
13,360
+11,940
+841% +$115K ﹤0.01% 1665
2024
Q3 		$7K Buy
1,420
+964
+211% +$4.66K ﹤0.01% 3968
2024
Q2 		$2K Sell
456
-334
-42% -$1.55K ﹤0.01% 4265
2024
Q1 		$5K Buy
790
+289
+58% +$1.15K ﹤0.01% 3694
2023
Q4 		$1K Hold
501
– – ﹤0.01% 4042
2023
Q3 		$1K Sell
501
-200
-29% -$509 ﹤0.01% 4080
2023
Q2 		$3K Buy
+701
New +$2.08K ﹤0.01% 3692

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 $1.37T AUM 24.88% 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

Carson Wealth (CWM LLC)'s SOUN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its SoundHound AI (SOUN) stake by 0.85% in Q1 2026, selling an estimated $3.12K and leaving 42,050 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Carson Wealth (CWM LLC) first reported a position in SOUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $641K in Q3 2025. 448 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,050 shares of SoundHound AI worth $289K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 362 SoundHound AI shares in Q1 2026, an estimated $3.12K.
  • SoundHound AI made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2409 holding.
  • Carson Wealth (CWM LLC) first reported a position in SoundHound AI in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s SoundHound AI position peaked at $641K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.