Creative Planning’s SoundHound AI SOUN Stock Holding History

Creative Planning’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	$750K	Sell	115,946 -61,645	-35%	-$477K	﹤0.01%	2877
2026 Q1	$1.22M	Buy	177,591 +16,054	+10%	+$139K	﹤0.01%	2296
2025 Q4	$1.61M	Sell	161,537 -40,854	-20%	-$588K	﹤0.01%	1896
2025 Q3	$3.25M	Buy	202,391 +112,173	+124%	+$1.49M	﹤0.01%	1154
2025 Q2	$968K	Buy	90,218 +9,237	+11%	+$87K	﹤0.01%	1876
2025 Q1	$658K	Buy	80,981 +8,270	+11%	+$103K	﹤0.01%	2057
2024 Q4	$1.44M	Buy	72,711 +53,273	+274%	+$513K	﹤0.01%	1362
2024 Q3	$68K	Buy	+19,438	New	+$94K	﹤0.01%	3064
2024 Q2	–	Sell	-17,780	Closed	-$105K	–	3161
2024 Q1	$105K	Buy	+17,780	New	+$70.4K	﹤0.01%	2701

Other funds holding SOUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's SOUN Position: Q2 2026 in Review

Creative Planning reduced its SoundHound AI (SOUN) stake by 35% in Q2 2026, selling an estimated $477K and leaving 115,946 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Creative Planning first reported a position in SOUN in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.25M in Q3 2025. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

Creative Planning held 115,946 shares of SoundHound AI worth $750K as of Q2 2026.
Creative Planning sold 61,645 SoundHound AI shares in Q2 2026, an estimated $477K.
SoundHound AI made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2877 holding.
Creative Planning first reported a position in SoundHound AI in Q1 2024 and has held it in 9 quarters since.
Creative Planning's SoundHound AI position peaked at $3.25M in Q3 2025.
441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.