Creative Planning
TERN

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Creative Planning's TERN Position: Q1 2026 in Review

Creative Planning increased its Terns Pharmaceuticals (TERN) stake by 73% in Q1 2026, buying an estimated $897K and bringing the position to 51,763 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Creative Planning first reported a position in TERN in Q2 2024 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

  • Creative Planning held 51,763 shares of Terns Pharmaceuticals worth $2.73M as of Q1 2026.
  • Creative Planning bought 21,835 Terns Pharmaceuticals shares in Q1 2026, an estimated $897K.
  • Terns Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1662 holding.
  • Creative Planning first reported a position in Terns Pharmaceuticals in Q2 2024 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

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