CAPTRUST Financial Advisors
TEM

CAPTRUST Financial Advisors’s Tempus AI TEM Stock Holding History

CAPTRUST Financial Advisors’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 		$7.92M Buy
175,065
+6,025
+4% +$342K 0.01% 605
2025
Q4 		$9.98M Buy
169,040
+33,974
+25% +$2.66M 0.02% 486
2025
Q3 		$10.9M Buy
135,066
+26,853
+25% +$1.88M 0.02% 455
2025
Q2 		$6.88M Buy
108,213
+35,102
+48% +$2.01M 0.02% 540
2025
Q1 		$3.53M Buy
73,111
+15,929
+28% +$860K 0.01% 688
2024
Q4 		$1.93M Buy
57,182
+9,012
+19% +$446K 0.01% 900
2024
Q3 		$2.73M Buy
+48,170
New +$2.25M 0.01% 731

Other funds holding TEM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return
SoftBank Group
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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