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United Financial Planning Group’s SoundHound AI SOUN Stock Holding History

United Financial Planning 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
-163
Closed -$1.63K – 607
2025
Q4 		$1.63K Buy
+163
New +$2.35K ﹤0.01% 341

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
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

United Financial Planning Group's SOUN Position: Q1 2026 in Review

United Financial Planning Group sold out of SoundHound AI (SOUN) in Q1 2026, closing a stake of 163 shares — an estimated $1.63K sold.

United Financial Planning Group first reported a position in SOUN in Q4 2025 and held it in 1 quarter. The position peaked at $1.63K in Q4 2025. 452 funds tracked by Wall St. Rank hold SOUN as of Q1 2026.

  • United Financial Planning Group reported no remaining SoundHound AI position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 163 SoundHound AI shares in Q1 2026, an estimated $1.63K.
  • United Financial Planning Group first reported a position in SoundHound AI in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's SoundHound AI position peaked at $1.63K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.