MWA
TEM

Medallion Wealth Advisors’s Tempus AI TEM Stock Holding History

Medallion 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 		$10.3K Sell
227
-166
-42% -$9.43K ﹤0.01% 757
2025
Q4 		$23.2K Hold
393
– – 0.01% 612
2025
Q3 		$31.7K Hold
393
– – 0.01% 552
2025
Q2 		$23.4K Hold
393
– – 0.01% 592
2025
Q1 		$18.6K Buy
+393
New +$21.2K 0.01% 585

Other funds holding TEM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Tempus AI (TEM) stake by 42% in Q1 2026, selling an estimated $9.43K and leaving 227 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Medallion Wealth Advisors first reported a position in TEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $31.7K in Q3 2025. 425 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

  • Medallion Wealth Advisors held 227 shares of Tempus AI worth $10.3K as of Q1 2026.
  • Medallion Wealth Advisors sold 166 Tempus AI shares in Q1 2026, an estimated $9.43K.
  • Tempus AI made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #757 holding.
  • Medallion Wealth Advisors first reported a position in Tempus AI in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Tempus AI position peaked at $31.7K in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.