CWM
TEM

Congress Wealth Management’s Tempus AI TEM Stock Holding History

Congress 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
2025
Q1 		– Sell
-10,000
Closed -$338K – 1133
2024
Q4 		$338K Buy
+10,000
New +$494K ﹤0.01% 739

Other funds holding TEM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Congress Wealth Management's TEM Position: Q1 2025 in Review

Congress Wealth Management sold out of Tempus AI (TEM) in Q1 2025, closing a stake of 10,000 shares — an estimated $338K sold.

Congress Wealth Management first reported a position in TEM in Q4 2024 and held it in 1 quarter. The position peaked at $338K in Q4 2024. 287 funds tracked by Wall St. Rank hold TEM as of Q1 2025.

  • Congress Wealth Management reported no remaining Tempus AI position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 10,000 Tempus AI shares in Q1 2025, an estimated $338K.
  • Congress Wealth Management first reported a position in Tempus AI in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's Tempus AI position peaked at $338K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Tempus AI as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.