CWP
TEM

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
Q2 		$2.83K Buy
+49
New +$2.46K ﹤0.01% 721
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 $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Wealth Partners's TEM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Tempus AI (TEM) in Q2 2026: 49 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TEM as recently as Q4 2025.

Concord Wealth Partners first reported a position in TEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $27.6K in Q3 2025. 489 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

  • Concord Wealth Partners held 49 shares of Tempus AI worth $2.83K as of Q2 2026.
  • Tempus AI was a new Concord Wealth Partners position in Q2 2026.
  • Tempus AI made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #721 holding.
  • Concord Wealth Partners first reported a position in Tempus AI in Q1 2025 and has held it in 5 quarters since.
  • Concord Wealth Partners's Tempus AI position peaked at $27.6K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.