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United Capital Financial Advisors’s SoundHound AI SOUN Stock Holding History

United Capital Financial 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
Q1 		$261K Sell
38,058
-162
-0.4% -$1.4K ﹤0.01% 1424
2025
Q4 		$381K Buy
+38,220
New +$550K ﹤0.01% 1076

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

United Capital Financial Advisors's SOUN Position: Q1 2026 in Review

United Capital Financial Advisors reduced its SoundHound AI (SOUN) stake by 0.42% in Q1 2026, selling an estimated $1.4K and leaving 38,058 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

United Capital Financial Advisors first reported a position in SOUN in Q4 2025 and has held it in 2 quarters since. The position peaked at $381K in Q4 2025. 447 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • United Capital Financial Advisors held 38,058 shares of SoundHound AI worth $261K as of Q1 2026.
  • United Capital Financial Advisors sold 162 SoundHound AI shares in Q1 2026, an estimated $1.4K.
  • SoundHound AI made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1424 holding.
  • United Capital Financial Advisors first reported a position in SoundHound AI in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's SoundHound AI position peaked at $381K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.