N.E.W. Advisory Services’s SoundHound AI SOUN Stock Holding History

N.E.W. Advisory Services’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	$19.4K	Buy	3,000 +1,980	+194%	+$15.3K	﹤0.01%	538
2026 Q1	$7.01K	Sell	1,020 -28	-3%	-$242	﹤0.01%	693
2025 Q4	$10.4K	Buy	1,048 +48	+5%	+$691	﹤0.01%	607
2025 Q3	$16.1K	Hold	1,000	–	–	﹤0.01%	501
2025 Q2	$10.7K	Hold	1,000	–	–	﹤0.01%	554
2025 Q1	$8.12K	Buy	+1,000	New	+$12.5K	﹤0.01%	650

Other funds holding SOUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

N.E.W. Advisory Services's SOUN Position: Q2 2026 in Review

N.E.W. Advisory Services increased its SoundHound AI (SOUN) stake by 194% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,000 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

N.E.W. Advisory Services first reported a position in SOUN in Q1 2025 and has held it in 6 quarters since. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

N.E.W. Advisory Services held 3,000 shares of SoundHound AI worth $19.4K as of Q2 2026.
N.E.W. Advisory Services bought 1,980 SoundHound AI shares in Q2 2026, an estimated $15.3K.
SoundHound AI made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #538 holding.
N.E.W. Advisory Services first reported a position in SoundHound AI in Q1 2025 and has held it in 6 quarters since.
441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.