PWPS
TEM

Pinnacle Wealth Planning Services’s Tempus AI TEM Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		– Sell
-2
Closed -$118 – 2877
2025
Q4 		$118 Buy
+2
New +$156 ﹤0.01% 2730

Other funds holding TEM

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $7.75B AUM 33.73% 1-Year Est. Return

Pinnacle Wealth Planning Services's TEM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Tempus AI (TEM) in Q1 2026, closing a stake of 2 shares — an estimated $118 sold.

Pinnacle Wealth Planning Services first reported a position in TEM in Q4 2025 and held it in 1 quarter. The position peaked at $118 in Q4 2025. 427 funds tracked by Wall St. Rank hold TEM as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Tempus AI position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2 Tempus AI shares in Q1 2026, an estimated $118.
  • Pinnacle Wealth Planning Services first reported a position in Tempus AI in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Tempus AI position peaked at $118 in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Tempus AI as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.