GoalVest Advisory’s Tempus AI TEM Stock Holding History

GoalVest Advisory’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	–	Sell	-127	Closed	-$5.74K	–	566
2026 Q1	$5.74K	Hold	127	–	–	﹤0.01%	386
2025 Q4	$7.5K	Hold	127	–	–	﹤0.01%	442
2025 Q3	$10.3K	Hold	127	–	–	﹤0.01%	330
2025 Q2	$8.07K	Buy	+127	New	+$7.28K	﹤0.01%	316

Other funds holding TEM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

GoalVest Advisory's TEM Position: Q2 2026 in Review

GoalVest Advisory sold out of Tempus AI (TEM) in Q2 2026, closing a stake of 127 shares — an estimated $5.74K sold.

GoalVest Advisory first reported a position in TEM in Q2 2025 and held it in 4 quarters. The position peaked at $10.3K in Q3 2025. 488 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

GoalVest Advisory reported no remaining Tempus AI position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 127 Tempus AI shares in Q2 2026, an estimated $5.74K.
GoalVest Advisory first reported a position in Tempus AI in Q2 2025 and held it in 4 quarters.
GoalVest Advisory's Tempus AI position peaked at $10.3K in Q3 2025.
488 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.