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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
Q2 		$178K Buy
+27,500
New +$213K 0.08% 192

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

Whalen Wealth Management's SOUN Position: Q2 2026 in Review

Whalen Wealth Management opened a new position in SoundHound AI (SOUN) in Q2 2026: 27,500 shares worth $178K. The stake represents 0.08% of the portfolio and ranks #192 among its holdings.

440 funds tracked by Wall St. Rank hold SOUN as of Q2 2026.

  • Whalen Wealth Management held 27,500 shares of SoundHound AI worth $178K as of Q2 2026.
  • SoundHound AI was a new Whalen Wealth Management position in Q2 2026.
  • SoundHound AI made up 0.08% of Whalen Wealth Management's portfolio in Q2 2026, its #192 holding.
  • 440 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.