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WCG Wealth Advisors’s SoundHound AI SOUN Stock Holding History

WCG Wealth 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 		$320K Sell
49,478
-7,798
-14% -$60.4K 0.01% 533
2026
Q1 		$393K Buy
57,276
+2,078
+4% +$17.9K 0.01% 485
2025
Q4 		$550K Buy
+55,198
New +$794K 0.02% 436

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

WCG Wealth Advisors's SOUN Position: Q2 2026 in Review

WCG Wealth Advisors reduced its SoundHound AI (SOUN) stake by 14% in Q2 2026, selling an estimated $60.4K and leaving 49,478 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #533.

WCG Wealth Advisors first reported a position in SOUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $550K in Q4 2025. 445 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • WCG Wealth Advisors held 49,478 shares of SoundHound AI worth $320K as of Q2 2026.
  • WCG Wealth Advisors sold 7,798 SoundHound AI shares in Q2 2026, an estimated $60.4K.
  • SoundHound AI made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #533 holding.
  • WCG Wealth Advisors first reported a position in SoundHound AI in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's SoundHound AI position peaked at $550K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

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