Creative Planning
SOUN icon

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
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 $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

Creative Planning's SOUN Position: Q1 2026 in Review

Creative Planning increased its SoundHound AI (SOUN) stake by 9.9% in Q1 2026, buying an estimated $139K and bringing the position to 177,591 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Creative Planning first reported a position in SOUN in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.25M in Q3 2025. 447 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • Creative Planning held 177,591 shares of SoundHound AI worth $1.22M as of Q1 2026.
  • Creative Planning bought 16,054 SoundHound AI shares in Q1 2026, an estimated $139K.
  • SoundHound AI made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2296 holding.
  • Creative Planning first reported a position in SoundHound AI in Q1 2024 and has held it in 8 quarters since.
  • Creative Planning's SoundHound AI position peaked at $3.25M in Q3 2025.
  • 447 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.