DWM
TEM

Dakota Wealth Management’s Tempus AI TEM Stock Holding History

Dakota 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
Q4 		– Sell
-13,184
Closed -$1.06M – 822
2025
Q3 		$1.06M Sell
13,184
-41,388
-76% -$2.9M 0.02% 341
2025
Q2 		$3.47M Buy
54,572
+22,056
+68% +$1.26M 0.07% 198
2025
Q1 		$1.57M Sell
32,516
-28,152
-46% -$1.52M 0.04% 294
2024
Q4 		$2.05M Buy
60,668
+39,724
+190% +$1.96M 0.05% 259
2024
Q3 		$1.19M Buy
+20,944
New +$979K 0.03% 340

Other funds holding TEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 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
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's TEM Position: Q4 2025 in Review

Dakota Wealth Management sold out of Tempus AI (TEM) in Q4 2025, closing a stake of 13,184 shares — an estimated $1.06M sold.

Dakota Wealth Management first reported a position in TEM in Q3 2024 and held it in 5 quarters. The position peaked at $3.47M in Q2 2025. 457 funds tracked by Wall St. Rank hold TEM as of Q4 2025.

  • Dakota Wealth Management reported no remaining Tempus AI position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 13,184 Tempus AI shares in Q4 2025, an estimated $1.06M.
  • Dakota Wealth Management first reported a position in Tempus AI in Q3 2024 and held it in 5 quarters.
  • Dakota Wealth Management's Tempus AI position peaked at $3.47M in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Tempus AI as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.