Concord Wealth Partners’s Tempus AI TEM Stock Holding History

Concord Wealth Partners’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	–	Sell	-366	Closed	-$21.6K	–	822
2025 Q4	$21.6K	Buy	366 +24	+7%	+$1.88K	﹤0.01%	429
2025 Q3	$27.6K	Sell	342 -66	-16%	-$4.62K	﹤0.01%	414
2025 Q2	$25.9K	Buy	408 +308	+308%	+$17.7K	﹤0.01%	435
2025 Q1	$4.83K	Buy	+100	New	+$5.4K	﹤0.01%	590

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

Concord Wealth Partners's TEM Position: Q1 2026 in Review

Concord Wealth Partners sold out of Tempus AI (TEM) in Q1 2026, closing a stake of 366 shares — an estimated $21.6K sold.

Concord Wealth Partners first reported a position in TEM in Q1 2025 and held it in 4 quarters. The position peaked at $27.6K in Q3 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

Concord Wealth Partners reported no remaining Tempus AI position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 366 Tempus AI shares in Q1 2026, an estimated $21.6K.
Concord Wealth Partners first reported a position in Tempus AI in Q1 2025 and held it in 4 quarters.
Concord Wealth Partners's Tempus AI position peaked at $27.6K in Q3 2025.
425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.