Physician Wealth Advisors’s Tempus AI TEM Stock Holding History

Physician 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	$1.16K	Buy	+20	New	+$1K	﹤0.01%	1765
2025 Q4	–	Sell	-12	Closed	-$969	–	2176
2025 Q3	$969	Buy	+12	New	+$840	﹤0.01%	1598
2025 Q2	–	Sell	-19	Closed	-$917	–	2009
2025 Q1	$917	Buy	+19	New	+$1.03K	﹤0.01%	1140

Other funds holding TEM

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

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Tempus AI (TEM) in Q2 2026: 20 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #1765 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in TEM as recently as Q3 2025.

Physician Wealth Advisors first reported a position in TEM in Q1 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

Physician Wealth Advisors held 20 shares of Tempus AI worth $1.16K as of Q2 2026.
Tempus AI was a new Physician Wealth Advisors position in Q2 2026.
Tempus AI made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1765 holding.
Physician Wealth Advisors first reported a position in Tempus AI in Q1 2025 and has held it in 3 quarters since.
148 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.