RWM
TERN

Rialto Wealth Management’s Terns Pharmaceuticals TERN Stock Holding History

Rialto Wealth Management’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 		$8.54K Hold
162
– – ﹤0.01% 490
2025
Q4 		$6.54K Hold
162
– – ﹤0.01% 492
2025
Q3 		$1.22K Hold
162
– – ﹤0.01% 862
2025
Q2 		$605 Buy
+162
New +$506 ﹤0.01% 1050

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

Rialto Wealth Management's TERN Position: Q1 2026 in Review

Rialto Wealth Management held its Terns Pharmaceuticals (TERN) position steady in Q1 2026 at 162 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Rialto Wealth Management first reported a position in TERN in Q2 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

  • Rialto Wealth Management held 162 shares of Terns Pharmaceuticals worth $8.54K as of Q1 2026.
  • Rialto Wealth Management left its Terns Pharmaceuticals share count unchanged in Q1 2026.
  • Terns Pharmaceuticals made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #490 holding.
  • Rialto Wealth Management first reported a position in Terns Pharmaceuticals in Q2 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.