GoalVest Advisory’s SoundHound AI SOUN Stock Holding History

GoalVest Advisory’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	–	Sell	-710	Closed	-$7.08K	–	538
2025 Q4	$7.08K	Hold	710	–	–	﹤0.01%	446
2025 Q3	$11.4K	Hold	710	–	–	﹤0.01%	323
2025 Q2	$7.62K	Buy	+710	New	+$6.69K	﹤0.01%	317

Other funds holding SOUN

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

GoalVest Advisory's SOUN Position: Q1 2026 in Review

GoalVest Advisory sold out of SoundHound AI (SOUN) in Q1 2026, closing a stake of 710 shares — an estimated $7.08K sold.

GoalVest Advisory first reported a position in SOUN in Q2 2025 and held it in 3 quarters. The position peaked at $11.4K in Q3 2025. 447 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

GoalVest Advisory reported no remaining SoundHound AI position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 710 SoundHound AI shares in Q1 2026, an estimated $7.08K.
GoalVest Advisory first reported a position in SoundHound AI in Q2 2025 and held it in 3 quarters.
GoalVest Advisory's SoundHound AI position peaked at $11.4K in Q3 2025.
447 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.