Essential Partners
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Essential Partners’s SoundHound AI SOUN Stock Holding History

Essential Partners’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
Q3 		– Sell
-8
Closed -$52 – 2988
2026
Q2 		$52 Buy
+8
New +$62 ﹤0.01% 2789
2026
Q1 		– Sell
-62
Closed -$618 – 2975
2025
Q4 		$618 Buy
+62
New +$892 ﹤0.01% 2178

Other funds holding SOUN

Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Essential Partners's SOUN Position: Q3 2026 in Review

Essential Partners sold out of SoundHound AI (SOUN) in Q3 2026, closing a stake of 8 shares — an estimated $52 sold.

Essential Partners first reported a position in SOUN in Q4 2025 and held it in 2 quarters. The position peaked at $618 in Q4 2025. 90 funds tracked by Wall St. Rank hold SOUN as of Q3 2026.

  • Essential Partners reported no remaining SoundHound AI position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 8 SoundHound AI shares in Q3 2026, an estimated $52.
  • Essential Partners first reported a position in SoundHound AI in Q4 2025 and held it in 2 quarters.
  • Essential Partners's SoundHound AI position peaked at $618 in Q4 2025.
  • 90 funds tracked by Wall St. Rank held SoundHound AI as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.