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 Q2	$675K	Hold	11,654	–	–	0.04%	246
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 $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

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

Icon Wealth Advisors held its Tempus AI (TEM) position steady in Q2 2026 at 11,654 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #246.

Icon Wealth Advisors first reported a position in TEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $985K in Q3 2025. 489 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

Icon Wealth Advisors held 11,654 shares of Tempus AI worth $675K as of Q2 2026.
Icon Wealth Advisors left its Tempus AI share count unchanged in Q2 2026.
Tempus AI made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #246 holding.
Icon Wealth Advisors first reported a position in Tempus AI in Q4 2024 and has held it in 7 quarters since.
Icon Wealth Advisors's Tempus AI position peaked at $985K in Q3 2025.
489 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.