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Mark Sheptoff Financial Planning’s SoundHound AI SOUN Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q4 		– Sell
-200
Closed -$3.22K – 523
2025
Q3 		$3.22K Buy
+200
New +$2.65K ﹤0.01% 437
2025
Q1 		– Sell
-1,000
Closed -$19.8K – 463
2024
Q4 		$19.8K Buy
+1,000
New +$9.63K 0.01% 259

Other funds holding SOUN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's SOUN Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of SoundHound AI (SOUN) in Q4 2025, closing a stake of 200 shares — an estimated $3.22K sold.

Mark Sheptoff Financial Planning first reported a position in SOUN in Q4 2024 and held it in 2 quarters. The position peaked at $19.8K in Q4 2024. 464 funds tracked by Wall St. Rank hold SOUN as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining SoundHound AI position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 SoundHound AI shares in Q4 2025, an estimated $3.22K.
  • Mark Sheptoff Financial Planning first reported a position in SoundHound AI in Q4 2024 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's SoundHound AI position peaked at $19.8K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held SoundHound AI as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.