Creative Planning
TEM

Creative Planning’s Tempus AI TEM Stock Holding History

Creative Planning’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 		$469K Buy
10,362
+2,022
+24% +$115K ﹤0.01% 3078
2025
Q4 		$492K Sell
8,340
-821
-9% -$64.2K ﹤0.01% 2862
2025
Q3 		$739K Buy
9,161
+851
+10% +$59.6K ﹤0.01% 2395
2025
Q2 		$528K Sell
8,310
-10,449
-56% -$599K ﹤0.01% 2429
2025
Q1 		$905K Buy
+18,759
New +$1.01M ﹤0.01% 1789

Other funds holding TEM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.73B AUM 16.14% 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 $1.56T 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

Creative Planning's TEM Position: Q1 2026 in Review

Creative Planning increased its Tempus AI (TEM) stake by 24% in Q1 2026, buying an estimated $115K and bringing the position to 10,362 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

Creative Planning first reported a position in TEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $905K in Q1 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

  • Creative Planning held 10,362 shares of Tempus AI worth $469K as of Q1 2026.
  • Creative Planning bought 2,022 Tempus AI shares in Q1 2026, an estimated $115K.
  • Tempus AI made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3078 holding.
  • Creative Planning first reported a position in Tempus AI in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Tempus AI position peaked at $905K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.