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
Q2 		$1.05M Buy
18,078
+6,365
+54% +$319K ﹤0.01% 735
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 $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's TEM Position: Q2 2026 in Review

EP Wealth Advisors increased its Tempus AI (TEM) stake by 54% in Q2 2026, buying an estimated $319K and bringing the position to 18,078 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #735.

EP Wealth Advisors first reported a position in TEM in Q4 2025 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

  • EP Wealth Advisors held 18,078 shares of Tempus AI worth $1.05M as of Q2 2026.
  • EP Wealth Advisors bought 6,365 Tempus AI shares in Q2 2026, an estimated $319K.
  • Tempus AI made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #735 holding.
  • EP Wealth Advisors first reported a position in Tempus AI in Q4 2025 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.