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Whalen Wealth Management’s SoundHound AI SOUN Stock Holding History

Whalen Wealth Management’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
Q3 		$166K Hold
27,500
– – 0.07% 200
2026
Q2 		$178K Buy
+27,500
New +$213K 0.08% 192

Other funds holding SOUN

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Whalen Wealth Management's SOUN Position: Q3 2026 in Review

Whalen Wealth Management held its SoundHound AI (SOUN) position steady in Q3 2026 at 27,500 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #200.

Whalen Wealth Management first reported a position in SOUN in Q2 2026 and has held it in 2 quarters since. The position peaked at $178K in Q2 2026. 15 funds tracked by Wall St. Rank hold SOUN as of Q3 2026.

  • Whalen Wealth Management held 27,500 shares of SoundHound AI worth $166K as of Q3 2026.
  • Whalen Wealth Management left its SoundHound AI share count unchanged in Q3 2026.
  • SoundHound AI made up 0.07% of Whalen Wealth Management's portfolio in Q3 2026, its #200 holding.
  • Whalen Wealth Management first reported a position in SoundHound AI in Q2 2026 and has held it in 2 quarters since.
  • Whalen Wealth Management's SoundHound AI position peaked at $178K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held SoundHound AI as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.