EWP
TERN

Elevation Wealth Partners’s Terns Pharmaceuticals TERN Stock Holding History

Elevation Wealth Partners’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
2025
Q4 		– Sell
-281
Closed -$2.11K – 1023
2025
Q3 		$2.11K Hold
281
– – ﹤0.01% 635
2025
Q2 		$1.05K Hold
281
– – ﹤0.01% 443
2025
Q1 		$776 Hold
281
– – ﹤0.01% 449
2024
Q4 		$1.56K Hold
281
– – ﹤0.01% 443
2024
Q3 		$2.34K Buy
281
+16
+6% +$132 ﹤0.01% 419
2024
Q2 		$1.8K Buy
265
+40
+18% +$242 ﹤0.01% 453
2024
Q1 		$1.48K Buy
+225
New +$1.47K ﹤0.01% 424

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return

Elevation Wealth Partners's TERN Position: Q4 2025 in Review

Elevation Wealth Partners sold out of Terns Pharmaceuticals (TERN) in Q4 2025, closing a stake of 281 shares — an estimated $2.11K sold.

Elevation Wealth Partners first reported a position in TERN in Q1 2024 and held it in 7 quarters. The position peaked at $2.34K in Q3 2024. 248 funds tracked by Wall St. Rank hold TERN as of Q4 2025.

  • Elevation Wealth Partners reported no remaining Terns Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 281 Terns Pharmaceuticals shares in Q4 2025, an estimated $2.11K.
  • Elevation Wealth Partners first reported a position in Terns Pharmaceuticals in Q1 2024 and held it in 7 quarters.
  • Elevation Wealth Partners's Terns Pharmaceuticals position peaked at $2.34K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.