SWIM
TEM

Smallwood Wealth Investment Management’s Tempus AI TEM Stock Holding History

Smallwood Wealth Investment Management’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 		$2.61K Hold
45
– – ﹤0.01% 395
2026
Q1 		$2.03K Hold
45
– – ﹤0.01% 411
2025
Q4 		$2.66K Buy
45
+20
+80% +$1.56K ﹤0.01% 384
2025
Q3 		$2.02K Hold
25
– – ﹤0.01% 397
2025
Q2 		$1.59K Hold
25
– – ﹤0.01% 420
2025
Q1 		$1.21K Buy
+25
New +$1.35K ﹤0.01% 409

Other funds holding TEM

Sumitomo Mitsui Trust Group
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Smallwood Wealth Investment Management's TEM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Tempus AI (TEM) position steady in Q2 2026 at 45 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Smallwood Wealth Investment Management first reported a position in TEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.66K in Q4 2025. 141 funds tracked by Wall St. Rank hold TEM as of Q2 2026.

  • Smallwood Wealth Investment Management held 45 shares of Tempus AI worth $2.61K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Tempus AI share count unchanged in Q2 2026.
  • Tempus AI made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #395 holding.
  • Smallwood Wealth Investment Management first reported a position in Tempus AI in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Tempus AI position peaked at $2.66K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Tempus AI as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.