Bogart Wealth LLC’s Tempus AI TEM Stock Holding History

Bogart Wealth LLC’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
2026 Q1	$15.5K	Sell	343 -58,087	-99%	-$3.3M	﹤0.01%	786
2025 Q4	$3.45M	Buy	58,430 +58,414	+365,088%	+$4.57M	0.14%	106
2025 Q3	$1.29K	Buy	16 +7	+78%	+$490	﹤0.01%	1235
2025 Q2	$572	Buy	+9	New	+$516	﹤0.01%	1314

Other funds holding TEM

AIM

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

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

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

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

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

Bogart Wealth LLC's TEM Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Tempus AI (TEM) stake by 99% in Q1 2026, selling an estimated $3.3M and leaving 343 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Bogart Wealth LLC first reported a position in TEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.45M in Q4 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

Bogart Wealth LLC held 343 shares of Tempus AI worth $15.5K as of Q1 2026.
Bogart Wealth LLC sold 58,087 Tempus AI shares in Q1 2026, an estimated $3.3M.
Tempus AI made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #786 holding.
Bogart Wealth LLC first reported a position in Tempus AI in Q2 2025 and has held it in 4 quarters since.
Bogart Wealth LLC's Tempus AI position peaked at $3.45M in Q4 2025.
425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.