Whelan Financial’s SoundHound AI SOUN Stock Holding History

Whelan Financial’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 Q2	–	Sell	-28,700	Closed	-$233K	–	66
2025 Q1	$233K	Sell	28,700 -700	-2%	-$8.72K	0.09%	57
2024 Q4	$583K	Buy	+29,400	New	+$283K	0.23%	27

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Whelan Financial's SOUN Position: Q2 2025 in Review

Whelan Financial sold out of SoundHound AI (SOUN) in Q2 2025, closing a stake of 28,700 shares — an estimated $233K sold.

Whelan Financial first reported a position in SOUN in Q4 2024 and held it in 2 quarters. The position peaked at $583K in Q4 2024. 430 funds tracked by Wall St. Rank hold SOUN as of Q2 2025.

Whelan Financial reported no remaining SoundHound AI position as of Q2 2025 after selling out during the quarter.
Whelan Financial sold 28,700 SoundHound AI shares in Q2 2025, an estimated $233K.
Whelan Financial first reported a position in SoundHound AI in Q4 2024 and held it in 2 quarters.
Whelan Financial's SoundHound AI position peaked at $583K in Q4 2024.
430 funds tracked by Wall St. Rank held SoundHound AI as of Q2 2025.

Based on Whelan Financial's 13F filing for Q2 2025, filed 21 Jul 2025.