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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
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 $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

EP Wealth Advisors's SOUN Position: Q1 2026 in Review

EP Wealth Advisors reduced its SoundHound AI (SOUN) stake by 14% in Q1 2026, selling an estimated $17.6K and leaving 12,582 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

EP Wealth Advisors first reported a position in SOUN in Q4 2024 and has held it in 5 quarters since. The position peaked at $212K in Q4 2024. 447 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • EP Wealth Advisors held 12,582 shares of SoundHound AI worth $86.4K as of Q1 2026.
  • EP Wealth Advisors sold 2,044 SoundHound AI shares in Q1 2026, an estimated $17.6K.
  • SoundHound AI made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1470 holding.
  • EP Wealth Advisors first reported a position in SoundHound AI in Q4 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's SoundHound AI position peaked at $212K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.