Avantax Advisory Services’s Tempus AI TEM Stock Holding History

Avantax Advisory Services’s Portfolio TEM Stock Details TEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$592K	Buy	9,322 +4,191	+82%	+$240K	﹤0.01%	1483
2025 Q1	$248K	Buy	+5,131	New	+$277K	﹤0.01%	1960

Other funds holding TEM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Avantax Advisory Services's TEM Position: Q2 2025 in Review

Avantax Advisory Services increased its Tempus AI (TEM) stake by 82% in Q2 2025, buying an estimated $240K and bringing the position to 9,322 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Avantax Advisory Services first reported a position in TEM in Q1 2025 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold TEM as of Q2 2025.

Avantax Advisory Services held 9,322 shares of Tempus AI worth $592K as of Q2 2025.
Avantax Advisory Services bought 4,191 Tempus AI shares in Q2 2025, an estimated $240K.
Tempus AI made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1483 holding.
Avantax Advisory Services first reported a position in Tempus AI in Q1 2025 and has held it in 2 quarters since.
369 funds tracked by Wall St. Rank held Tempus AI as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.