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Integrated Wealth Concepts’s SoundHound AI SOUN Stock Holding History

Integrated Wealth Concepts’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 		$195K Sell
30,091
-4,472
-13% -$34.6K ﹤0.01% 2234
2026
Q1 		$237K Buy
34,563
+20,511
+146% +$177K ﹤0.01% 1997
2025
Q4 		$140K Sell
14,052
-588
-4% -$8.46K ﹤0.01% 1548
2025
Q3 		$235K Sell
14,640
-7,073
-33% -$93.9K ﹤0.01% 1762
2025
Q2 		$233K Buy
21,713
+7,037
+48% +$66.3K ﹤0.01% 1686
2025
Q1 		$119K Buy
14,676
+1,201
+9% +$15K ﹤0.01% 1664
2024
Q4 		$267K Sell
13,475
-3,675
-21% -$35.4K ﹤0.01% 1434
2024
Q3 		$79.9K Buy
17,150
+1,975
+13% +$9.55K ﹤0.01% 1618
2024
Q2 		$59.9K Buy
15,175
+1,317
+10% +$6.1K ﹤0.01% 1601
2024
Q1 		$81.6K Buy
+13,858
New +$54.9K ﹤0.01% 1591

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's SOUN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its SoundHound AI (SOUN) stake by 13% in Q2 2026, selling an estimated $34.6K and leaving 30,091 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Integrated Wealth Concepts first reported a position in SOUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $267K in Q4 2024. 445 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Integrated Wealth Concepts held 30,091 shares of SoundHound AI worth $195K as of Q2 2026.
  • Integrated Wealth Concepts sold 4,472 SoundHound AI shares in Q2 2026, an estimated $34.6K.
  • SoundHound AI made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2234 holding.
  • Integrated Wealth Concepts first reported a position in SoundHound AI in Q1 2024 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's SoundHound AI position peaked at $267K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

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