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Waverly Advisors’s SoundHound AI SOUN Stock Holding History

Waverly 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 		$415K Buy
64,132
+4,138
+7% +$32K ﹤0.01% 1259
2026
Q1 		$412K Buy
59,994
+4,472
+8% +$38.6K ﹤0.01% 1167
2025
Q4 		$554K Buy
55,522
+83
+0.1% +$1.19K ﹤0.01% 970
2025
Q3 		$891K Sell
55,439
-81,559
-60% -$1.08M 0.01% 677
2025
Q2 		$1.47M Buy
+136,998
New +$1.29M 0.02% 547

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
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

Waverly Advisors's SOUN Position: Q2 2026 in Review

Waverly Advisors increased its SoundHound AI (SOUN) stake by 6.9% in Q2 2026, buying an estimated $32K and bringing the position to 64,132 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Waverly Advisors first reported a position in SOUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2025. 441 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Waverly Advisors held 64,132 shares of SoundHound AI worth $415K as of Q2 2026.
  • Waverly Advisors bought 4,138 SoundHound AI shares in Q2 2026, an estimated $32K.
  • SoundHound AI made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1259 holding.
  • Waverly Advisors first reported a position in SoundHound AI in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's SoundHound AI position peaked at $1.47M in Q2 2025.
  • 441 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.