DWM
TEM

Diversify Wealth Management’s Tempus AI TEM Stock Holding History

Diversify 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
2026
Q1 		$4.8M Buy
95,877
+44,396
+86% +$2.52M 0.09% 214
2025
Q4 		$3.46M Sell
51,481
-6,471
-11% -$506K 0.16% 163
2025
Q3 		$5.14M Buy
57,952
+1,664
+3% +$117K 0.3% 97
2025
Q2 		$3.73M Buy
56,288
+2,542
+5% +$146K 0.23% 127
2025
Q1 		$2.92M Buy
+53,746
New +$2.9M 0.22% 133

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

Diversify Wealth Management's TEM Position: Q1 2026 in Review

Diversify Wealth Management increased its Tempus AI (TEM) stake by 86% in Q1 2026, buying an estimated $2.52M and bringing the position to 95,877 shares worth $4.8M. The position accounts for 0.09% of the portfolio, ranked #214.

Diversify Wealth Management first reported a position in TEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.14M in Q3 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

  • Diversify Wealth Management held 95,877 shares of Tempus AI worth $4.8M as of Q1 2026.
  • Diversify Wealth Management bought 44,396 Tempus AI shares in Q1 2026, an estimated $2.52M.
  • Tempus AI made up 0.09% of Diversify Wealth Management's portfolio in Q1 2026, its #214 holding.
  • Diversify Wealth Management first reported a position in Tempus AI in Q1 2025 and has held it in 5 quarters since.
  • Diversify Wealth Management's Tempus AI position peaked at $5.14M in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.