Creative Planning
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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 		$265 Buy
+1,000
New +$7.74K ﹤0.01% 4288
2024
Q2 		– Sell
-1,000
Closed -$375 – 3160
2024
Q1 		$375 Buy
+1,000
New +$3.96K ﹤0.01% 2907

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
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

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. 444 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.
  • 444 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.