LPL Financial
TERN

LPL Financial’s Terns Pharmaceuticals TERN Stock Holding History

LPL Financial’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
2026
Q1 		$1.07M Buy
20,298
+3,689
+22% +$152K ﹤0.01% 4118
2025
Q4 		$671K Buy
+16,609
New +$384K ﹤0.01% 4445
2025
Q3 		– Sell
-241,825
Closed -$902K – 5987
2025
Q2 		$902K Buy
241,825
+1,250
+0.5% +$3.9K ﹤0.01% 3843
2025
Q1 		$664K Sell
240,575
-11,750
-5% -$48K ﹤0.01% 3903
2024
Q4 		$1.4M Buy
252,325
+201,575
+397% +$1.36M ﹤0.01% 3202
2024
Q3 		$423K Sell
50,750
-78,875
-61% -$649K ﹤0.01% 4139
2024
Q2 		$883K Buy
129,625
+115,281
+804% +$698K ﹤0.01% 3367
2024
Q1 		$94.1K Buy
+14,344
New +$93.7K ﹤0.01% 4690

Other funds holding TERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

LPL Financial's TERN Position: Q1 2026 in Review

LPL Financial increased its Terns Pharmaceuticals (TERN) stake by 22% in Q1 2026, buying an estimated $152K and bringing the position to 20,298 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #4118.

LPL Financial first reported a position in TERN in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q4 2024. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

  • LPL Financial held 20,298 shares of Terns Pharmaceuticals worth $1.07M as of Q1 2026.
  • LPL Financial bought 3,689 Terns Pharmaceuticals shares in Q1 2026, an estimated $152K.
  • Terns Pharmaceuticals made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4118 holding.
  • LPL Financial first reported a position in Terns Pharmaceuticals in Q1 2024 and has held it in 8 quarters since.
  • LPL Financial's Terns Pharmaceuticals position peaked at $1.4M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.