Envestnet Asset Management
TERN

Envestnet Asset Management’s Terns Pharmaceuticals TERN Stock Holding History

Envestnet Asset Management’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
Q2 		– Sell
-40,998
Closed -$2.16M – 4950
2026
Q1 		$2.16M Buy
40,998
+33,381
+438% +$1.37M ﹤0.01% 2961
2025
Q4 		$308K Buy
+7,617
New +$176K ﹤0.01% 4025

Other funds holding TERN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management's TERN Position: Q2 2026 in Review

Envestnet Asset Management sold out of Terns Pharmaceuticals (TERN) in Q2 2026, closing a stake of 40,998 shares — an estimated $2.16M sold.

Envestnet Asset Management first reported a position in TERN in Q4 2025 and held it in 2 quarters. The position peaked at $2.16M in Q1 2026. 1 fund tracked by Wall St. Rank holds TERN as of Q2 2026.

  • Envestnet Asset Management reported no remaining Terns Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 40,998 Terns Pharmaceuticals shares in Q2 2026, an estimated $2.16M.
  • Envestnet Asset Management first reported a position in Terns Pharmaceuticals in Q4 2025 and held it in 2 quarters.
  • Envestnet Asset Management's Terns Pharmaceuticals position peaked at $2.16M in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.