Circle Wealth Management’s Tempus AI TEM Stock Holding History

Circle Wealth Management’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 Q2	$1.22M	Buy	20,997 +2,788	+15%	+$140K	0.02%	134
2026 Q1	$823K	Buy	18,209 +82	+0.5%	+$4.66K	0.01%	161
2025 Q4	$1.07M	Sell	18,127 -94	-0.5%	-$7.35K	0.02%	129
2025 Q3	$1.47M	Hold	18,221	–	–	0.03%	101
2025 Q2	$1.16M	Buy	18,221 +8,110	+80%	+$465K	0.03%	107
2025 Q1	$488K	Buy	10,111 +2,608	+35%	+$141K	0.01%	163
2024 Q4	$253K	Buy	+7,503	New	+$371K	0.01%	205

Other funds holding TEM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Circle Wealth Management's TEM Position: Q2 2026 in Review

Circle Wealth Management increased its Tempus AI (TEM) stake by 15% in Q2 2026, buying an estimated $140K and bringing the position to 20,997 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #134.

Circle Wealth Management first reported a position in TEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q3 2025. 488 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

Circle Wealth Management held 20,997 shares of Tempus AI worth $1.22M as of Q2 2026.
Circle Wealth Management bought 2,788 Tempus AI shares in Q2 2026, an estimated $140K.
Tempus AI made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #134 holding.
Circle Wealth Management first reported a position in Tempus AI in Q4 2024 and has held it in 7 quarters since.
Circle Wealth Management's Tempus AI position peaked at $1.47M in Q3 2025.
488 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.