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EP Wealth Advisors’s SoundHound AI SOUN Stock Holding History

EP Wealth Advisors’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 		$66.6K Sell
10,290
-2,292
-18% -$17.7K ﹤0.01% 1686
2026
Q1 		$86.4K Sell
12,582
-2,044
-14% -$17.6K ﹤0.01% 1470
2025
Q4 		$146K Buy
+14,626
New +$210K ﹤0.01% 1425
2025
Q2 		$151K Buy
14,100
+706
+5% +$6.65K ﹤0.01% 1320
2025
Q1 		$109K Buy
13,394
+2,689
+25% +$33.5K ﹤0.01% 1239
2024
Q4 		$212K Buy
+10,705
New +$103K ﹤0.01% 1046

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

EP Wealth Advisors's SOUN Position: Q2 2026 in Review

EP Wealth Advisors reduced its SoundHound AI (SOUN) stake by 18% in Q2 2026, selling an estimated $17.7K and leaving 10,290 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

EP Wealth Advisors first reported a position in SOUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $212K in Q4 2024. 444 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • EP Wealth Advisors held 10,290 shares of SoundHound AI worth $66.6K as of Q2 2026.
  • EP Wealth Advisors sold 2,292 SoundHound AI shares in Q2 2026, an estimated $17.7K.
  • SoundHound AI made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1686 holding.
  • EP Wealth Advisors first reported a position in SoundHound AI in Q4 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's SoundHound AI position peaked at $212K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.