Opal Wealth Advisors
SOUN icon

Opal Wealth Advisors’s SoundHound AI SOUN Stock Holding History

Opal Wealth Advisors’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 		$60.2K Hold
10,000
– – 0.01% 217
2026
Q2 		$64.7K Hold
10,000
– – 0.01% 219
2026
Q1 		$68.7K Buy
+10,000
New +$86.3K 0.02% 349
2025
Q2 		– Sell
-8,000
Closed -$65K – 588
2025
Q1 		$65K Buy
+8,000
New +$100K 0.02% 323
2024
Q3 		– Sell
-5,000
Closed -$19.8K – 1017
2024
Q2 		$19.8K Buy
+5,000
New +$23.2K 0.01% 511

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
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Opal Wealth Advisors's SOUN Position: Q3 2026 in Review

Opal Wealth Advisors held its SoundHound AI (SOUN) position steady in Q3 2026 at 10,000 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #217.

Opal Wealth Advisors first reported a position in SOUN in Q2 2024 and has held it in 5 quarters since. The position peaked at $68.7K in Q1 2026. 99 funds tracked by Wall St. Rank hold SOUN as of Q3 2026.

  • Opal Wealth Advisors held 10,000 shares of SoundHound AI worth $60.2K as of Q3 2026.
  • Opal Wealth Advisors left its SoundHound AI share count unchanged in Q3 2026.
  • SoundHound AI made up 0.01% of Opal Wealth Advisors's portfolio in Q3 2026, its #217 holding.
  • Opal Wealth Advisors first reported a position in SoundHound AI in Q2 2024 and has held it in 5 quarters since.
  • Opal Wealth Advisors's SoundHound AI position peaked at $68.7K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held SoundHound AI as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.