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Root Financial Partners’s SoundHound AI SOUN Stock Holding History

Root Financial Partners’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 		$3.97K Sell
578
-124
-18% -$1.07K ﹤0.01% 2040
2025
Q4 		$7K Buy
702
+302
+76% +$4.35K ﹤0.01% 1647
2025
Q3 		$6.43K Buy
+400
New +$5.31K ﹤0.01% 1624

Other funds holding SOUN

BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Root Financial Partners's SOUN Position: Q1 2026 in Review

Root Financial Partners reduced its SoundHound AI (SOUN) stake by 18% in Q1 2026, selling an estimated $1.07K and leaving 578 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Root Financial Partners first reported a position in SOUN in Q3 2025 and has held it in 3 quarters since. The position peaked at $7K in Q4 2025. 447 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • Root Financial Partners held 578 shares of SoundHound AI worth $3.97K as of Q1 2026.
  • Root Financial Partners sold 124 SoundHound AI shares in Q1 2026, an estimated $1.07K.
  • SoundHound AI made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2040 holding.
  • Root Financial Partners first reported a position in SoundHound AI in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's SoundHound AI position peaked at $7K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.