Valmark Advisers’s SoundHound AI SOUN Stock Holding History

Valmark Advisers’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 Q1	–	Sell	-10,916	Closed	-$217K	–	625
2024 Q4	$217K	Buy	+10,916	New	+$105K	﹤0.01%	572

Other funds holding SOUN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers's SOUN Position: Q1 2025 in Review

Valmark Advisers sold out of SoundHound AI (SOUN) in Q1 2025, closing a stake of 10,916 shares — an estimated $217K sold.

Valmark Advisers first reported a position in SOUN in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 399 funds tracked by Wall St. Rank hold SOUN as of Q1 2025.

Valmark Advisers reported no remaining SoundHound AI position as of Q1 2025 after selling out during the quarter.
Valmark Advisers sold 10,916 SoundHound AI shares in Q1 2025, an estimated $217K.
Valmark Advisers first reported a position in SoundHound AI in Q4 2024 and held it in 1 quarter.
Valmark Advisers's SoundHound AI position peaked at $217K in Q4 2024.
399 funds tracked by Wall St. Rank held SoundHound AI as of Q1 2025.

Based on Valmark Advisers's 13F filing for Q1 2025, filed 23 Apr 2025.