HWA
TERN

HHM Wealth Advisors’s Terns Pharmaceuticals TERN Stock Holding History

HHM Wealth Advisors’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
2025
Q2 		– Sell
-1,400
Closed -$3.86K – 935
2025
Q1 		$3.86K Hold
1,400
– – ﹤0.01% 695
2024
Q4 		$7.76K Hold
1,400
– – ﹤0.01% 627
2024
Q3 		$11.7K Hold
1,400
– – ﹤0.01% 538
2024
Q2 		$9.53K Buy
+1,400
New +$8.48K ﹤0.01% 551

Other funds holding TERN

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

HHM Wealth Advisors's TERN Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Terns Pharmaceuticals (TERN) in Q2 2025, closing a stake of 1,400 shares — an estimated $3.86K sold.

HHM Wealth Advisors first reported a position in TERN in Q2 2024 and held it in 4 quarters. The position peaked at $11.7K in Q3 2024. 129 funds tracked by Wall St. Rank hold TERN as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Terns Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,400 Terns Pharmaceuticals shares in Q2 2025, an estimated $3.86K.
  • HHM Wealth Advisors first reported a position in Terns Pharmaceuticals in Q2 2024 and held it in 4 quarters.
  • HHM Wealth Advisors's Terns Pharmaceuticals position peaked at $11.7K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.