Summit Securities Group’s Terns Pharmaceuticals TERN Stock Holding History

Summit Securities Group’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	-23,000	Closed	-$1.21M	–	1369
2026 Q1	$1.21M	Buy	+23,000	New	+$945K	0.15%	75
2025 Q2	–	Sell	-184	Closed	-$508	–	1426
2025 Q1	$508	Buy	+184	New	+$751	﹤0.01%	721

Other funds holding TERN

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

Summit Securities Group's TERN Position: Q2 2026 in Review

Summit Securities Group sold out of Terns Pharmaceuticals (TERN) in Q2 2026, closing a stake of 23,000 shares — an estimated $1.21M sold.

Summit Securities Group first reported a position in TERN in Q1 2025 and held it in 2 quarters. The position peaked at $1.21M in Q1 2026. 1 fund tracked by Wall St. Rank holds TERN as of Q2 2026.

Summit Securities Group reported no remaining Terns Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 23,000 Terns Pharmaceuticals shares in Q2 2026, an estimated $1.21M.
Summit Securities Group first reported a position in Terns Pharmaceuticals in Q1 2025 and held it in 2 quarters.
Summit Securities Group's Terns Pharmaceuticals position peaked at $1.21M in Q1 2026.
1 fund tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.