EWA
TEM

EP Wealth Advisors’s Tempus AI TEM Stock Holding History

EP Wealth Advisors’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 		$530K Buy
11,713
+2,352
+25% +$134K ﹤0.01% 873
2025
Q4 		$553K Buy
+9,361
New +$732K ﹤0.01% 831

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

EP Wealth Advisors's TEM Position: Q1 2026 in Review

EP Wealth Advisors increased its Tempus AI (TEM) stake by 25% in Q1 2026, buying an estimated $134K and bringing the position to 11,713 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

EP Wealth Advisors first reported a position in TEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $553K in Q4 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

  • EP Wealth Advisors held 11,713 shares of Tempus AI worth $530K as of Q1 2026.
  • EP Wealth Advisors bought 2,352 Tempus AI shares in Q1 2026, an estimated $134K.
  • Tempus AI made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #873 holding.
  • EP Wealth Advisors first reported a position in Tempus AI in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Tempus AI position peaked at $553K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.