EWA
TEM

EverSource Wealth Advisors’s Tempus AI TEM Stock Holding History

EverSource 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 		$18.2K Sell
403
-317
-44% -$18K ﹤0.01% 2561
2025
Q4 		$42.5K Buy
720
+11
+2% +$860 ﹤0.01% 1855
2025
Q3 		$57.2K Buy
709
+18
+3% +$1.26K ﹤0.01% 1605
2025
Q2 		$43.9K Buy
691
+325
+89% +$18.6K ﹤0.01% 1702
2025
Q1 		$17.7K Buy
366
+340
+1,308% +$18.4K ﹤0.01% 1758
2024
Q4 		$878 Buy
+26
New +$1.29K ﹤0.01% 3011

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

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

EverSource Wealth Advisors reduced its Tempus AI (TEM) stake by 44% in Q1 2026, selling an estimated $18K and leaving 403 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

EverSource Wealth Advisors first reported a position in TEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.2K in Q3 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

  • EverSource Wealth Advisors held 403 shares of Tempus AI worth $18.2K as of Q1 2026.
  • EverSource Wealth Advisors sold 317 Tempus AI shares in Q1 2026, an estimated $18K.
  • Tempus AI made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2561 holding.
  • EverSource Wealth Advisors first reported a position in Tempus AI in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Tempus AI position peaked at $57.2K in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

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