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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
2026
Q1 		– Sell
-15,205
Closed -$152K – 2156
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

SageView Advisory Group's SOUN Position: Q1 2026 in Review

SageView Advisory Group sold out of SoundHound AI (SOUN) in Q1 2026, closing a stake of 15,205 shares — an estimated $152K sold.

SageView Advisory Group first reported a position in SOUN in Q4 2024 and held it in 3 quarters. The position peaked at $311K in Q4 2024. 452 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • SageView Advisory Group reported no remaining SoundHound AI position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 15,205 SoundHound AI shares in Q1 2026, an estimated $152K.
  • SageView Advisory Group first reported a position in SoundHound AI in Q4 2024 and held it in 3 quarters.
  • SageView Advisory Group's SoundHound AI position peaked at $311K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.