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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
Q2 		$269K Buy
41,564
+3,506
+9% +$27.1K ﹤0.01% 1408
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Capital Financial Advisors's SOUN Position: Q2 2026 in Review

United Capital Financial Advisors increased its SoundHound AI (SOUN) stake by 9.2% in Q2 2026, buying an estimated $27.1K and bringing the position to 41,564 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

United Capital Financial Advisors first reported a position in SOUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $381K in Q4 2025. 445 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • United Capital Financial Advisors held 41,564 shares of SoundHound AI worth $269K as of Q2 2026.
  • United Capital Financial Advisors bought 3,506 SoundHound AI shares in Q2 2026, an estimated $27.1K.
  • SoundHound AI made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1408 holding.
  • United Capital Financial Advisors first reported a position in SoundHound AI in Q4 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's SoundHound AI position peaked at $381K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.