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SageView Advisory Group’s SoundHound AI SOUN Stock Holding History

SageView Advisory Group’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 		$152K Buy
+15,205
New +$219K 0.01% 685
2025
Q2 		– Sell
-14,125
Closed -$115K – 638
2025
Q1 		$115K Sell
14,125
-1,557
-10% -$19.4K ﹤0.01% 589
2024
Q4 		$311K Buy
+15,682
New +$151K 0.01% 454

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

SageView Advisory Group's SOUN Position: Q4 2025 in Review

SageView Advisory Group opened a new position in SoundHound AI (SOUN) in Q4 2025: 15,205 shares worth $152K. The stake represents 0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SOUN as recently as Q1 2025.

SageView Advisory Group first reported a position in SOUN in Q4 2024 and has held it in 3 quarters since. The position peaked at $311K in Q4 2024. 464 funds tracked by Wall St. Rank hold SOUN as of Q4 2025.

  • SageView Advisory Group held 15,205 shares of SoundHound AI worth $152K as of Q4 2025.
  • SoundHound AI was a new SageView Advisory Group position in Q4 2025.
  • SoundHound AI made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #685 holding.
  • SageView Advisory Group first reported a position in SoundHound AI in Q4 2024 and has held it in 3 quarters since.
  • SageView Advisory Group's SoundHound AI position peaked at $311K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held SoundHound AI as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.