Icon Wealth Advisors’s Tempus AI TEM Stock Holding History

Icon 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	$583K	Sell	11,654 -550	-5%	-$31.3K	0.04%	240
2025 Q4	$721K	Hold	12,204	–	–	0.05%	213
2025 Q3	$985K	Sell	12,204 -2,400	-16%	-$168K	0.07%	181
2025 Q2	$928K	Sell	14,604 -100	-0.7%	-$5.73K	0.07%	179
2025 Q1	$709K	Sell	14,704 -1,350	-8%	-$72.9K	0.06%	182
2024 Q4	$542K	Buy	+16,054	New	+$794K	0.04%	204

Other funds holding TEM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Icon Wealth Advisors reduced its Tempus AI (TEM) stake by 4.5% in Q1 2026, selling an estimated $31.3K and leaving 11,654 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #240.

Icon Wealth Advisors first reported a position in TEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $985K in Q3 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

Icon Wealth Advisors held 11,654 shares of Tempus AI worth $583K as of Q1 2026.
Icon Wealth Advisors sold 550 Tempus AI shares in Q1 2026, an estimated $31.3K.
Tempus AI made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #240 holding.
Icon Wealth Advisors first reported a position in Tempus AI in Q4 2024 and has held it in 6 quarters since.
Icon Wealth Advisors's Tempus AI position peaked at $985K in Q3 2025.
425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.