Root Financial Partners’s Terns Pharmaceuticals TERN Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-9	Closed	-$474	–	2893
2026 Q1	$474	Buy	+9	New	+$370	﹤0.01%	2884

Other funds holding TERN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Root Financial Partners's TERN Position: Q2 2026 in Review

Root Financial Partners sold out of Terns Pharmaceuticals (TERN) in Q2 2026, closing a stake of 9 shares — an estimated $474 sold.

Root Financial Partners first reported a position in TERN in Q1 2026 and held it in 1 quarter. The position peaked at $474 in Q1 2026. 1 fund tracked by Wall St. Rank holds TERN as of Q2 2026.

Root Financial Partners reported no remaining Terns Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 9 Terns Pharmaceuticals shares in Q2 2026, an estimated $474.
Root Financial Partners first reported a position in Terns Pharmaceuticals in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Terns Pharmaceuticals position peaked at $474 in Q1 2026.
1 fund tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.