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Integrated Wealth Concepts’s Tempus AI TEM Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-2,762
Closed -$223K – 2072
2025
Q3 		$223K Buy
+2,762
New +$193K ﹤0.01% 1794

Other funds holding TEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $18.2B AUM 177.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's TEM Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Tempus AI (TEM) in Q4 2025, closing a stake of 2,762 shares — an estimated $223K sold.

Integrated Wealth Concepts first reported a position in TEM in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 457 funds tracked by Wall St. Rank hold TEM as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Tempus AI position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,762 Tempus AI shares in Q4 2025, an estimated $223K.
  • Integrated Wealth Concepts first reported a position in Tempus AI in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Tempus AI position peaked at $223K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Tempus AI as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.