Diversify Advisory Services’s Tempus AI TEM Stock Holding History

Diversify Advisory Services’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 Q3	$4.91M	Sell	69,040 -1,303	-2%	-$78.7K	0.07%	239
2026 Q2	$3.02M	Buy	70,343 +35,685	+103%	+$1.79M	0.05%	294
2026 Q1	$1.73M	Sell	34,658 -13,755	-28%	-$782K	0.26%	35
2025 Q4	$3.4M	Sell	48,413 -49,693	-51%	-$3.89M	0.11%	140
2025 Q3	$8.7M	Buy	98,106 +6,326	+7%	+$443K	0.29%	55
2025 Q2	$6.09M	Buy	91,780 +76,625	+506%	+$4.39M	0.23%	72
2025 Q1	$823K	Buy	+15,155	New	+$818K	0.05%	254

Other funds holding TEM

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Diversify Advisory Services's TEM Position: Q3 2026 in Review

Diversify Advisory Services reduced its Tempus AI (TEM) stake by 1.9% in Q3 2026, selling an estimated $78.7K and leaving 69,040 shares worth $4.91M. The position accounts for 0.07% of the portfolio, ranked #239.

Diversify Advisory Services first reported a position in TEM in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.7M in Q3 2025. 70 funds tracked by Wall St. Rank hold TEM as of Q3 2026.

Diversify Advisory Services held 69,040 shares of Tempus AI worth $4.91M as of Q3 2026.
Diversify Advisory Services sold 1,303 Tempus AI shares in Q3 2026, an estimated $78.7K.
Tempus AI made up 0.07% of Diversify Advisory Services's portfolio in Q3 2026, its #239 holding.
Diversify Advisory Services first reported a position in Tempus AI in Q1 2025 and has held it in 7 quarters since.
Diversify Advisory Services's Tempus AI position peaked at $8.7M in Q3 2025.
70 funds tracked by Wall St. Rank held Tempus AI as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.