Creative Planning’s Terns Pharmaceuticals TERN Stock Holding History

Creative Planning’s Portfolio TERN Stock Details TERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-51,763	Closed	-$2.73M	–	4396
2026 Q1	$2.73M	Buy	51,763 +21,835	+73%	+$897K	﹤0.01%	1662
2025 Q4	$1.21M	Buy	29,928 +13,893	+87%	+$321K	﹤0.01%	2134
2025 Q3	$120K	Buy	+16,035	New	+$102K	﹤0.01%	3644
2025 Q1	–	Sell	-12,858	Closed	-$71.2K	–	3712
2024 Q4	$71.2K	Sell	12,858 -12,452	-49%	-$84.3K	﹤0.01%	3203
2024 Q3	$211K	Buy	25,310 +5,409	+27%	+$44.5K	﹤0.01%	2791
2024 Q2	$136K	Buy	+19,901	New	+$121K	﹤0.01%	2778

Other funds holding TERN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's TERN Position: Q2 2026 in Review

Creative Planning sold out of Terns Pharmaceuticals (TERN) in Q2 2026, closing a stake of 51,763 shares — an estimated $2.73M sold.

Creative Planning first reported a position in TERN in Q2 2024 and held it in 6 quarters. The position peaked at $2.73M in Q1 2026. 1 fund tracked by Wall St. Rank holds TERN as of Q2 2026.

Creative Planning reported no remaining Terns Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 51,763 Terns Pharmaceuticals shares in Q2 2026, an estimated $2.73M.
Creative Planning first reported a position in Terns Pharmaceuticals in Q2 2024 and held it in 6 quarters.
Creative Planning's Terns Pharmaceuticals position peaked at $2.73M in Q1 2026.
1 fund tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.