Level Four Advisory Services’s Tempus AI TEM Stock Holding History

Level Four Advisory Services’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	-5,677	Closed	-$458K	–	877
2025 Q3	$458K	Sell	5,677 -10,289	-64%	-$721K	0.02%	577
2025 Q2	$1.01M	Sell	15,966 -4,384	-22%	-$251K	0.04%	377
2025 Q1	$982K	Buy	+20,350	New	+$1.1M	0.04%	351

Other funds holding TEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Four Advisory Services's TEM Position: Q4 2025 in Review

Level Four Advisory Services sold out of Tempus AI (TEM) in Q4 2025, closing a stake of 5,677 shares — an estimated $458K sold.

Level Four Advisory Services first reported a position in TEM in Q1 2025 and held it in 3 quarters. The position peaked at $1.01M in Q2 2025. 457 funds tracked by Wall St. Rank hold TEM as of Q4 2025.

Level Four Advisory Services reported no remaining Tempus AI position as of Q4 2025 after selling out during the quarter.
Level Four Advisory Services sold 5,677 Tempus AI shares in Q4 2025, an estimated $458K.
Level Four Advisory Services first reported a position in Tempus AI in Q1 2025 and held it in 3 quarters.
Level Four Advisory Services's Tempus AI position peaked at $1.01M in Q2 2025.
457 funds tracked by Wall St. Rank held Tempus AI as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.