TWM
TERN

Thrive Wealth Management’s Terns Pharmaceuticals TERN Stock Holding History

Thrive 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
2025
Q2 		– Sell
-10,500
Closed -$29K – 235
2025
Q1 		$29K Buy
+10,500
New +$42.9K 0.01% 219

Other funds holding TERN

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

Thrive Wealth Management's TERN Position: Q2 2025 in Review

Thrive Wealth Management sold out of Terns Pharmaceuticals (TERN) in Q2 2025, closing a stake of 10,500 shares — an estimated $29K sold.

Thrive Wealth Management first reported a position in TERN in Q1 2025 and held it in 1 quarter. The position peaked at $29K in Q1 2025. 129 funds tracked by Wall St. Rank hold TERN as of Q2 2025.

  • Thrive Wealth Management reported no remaining Terns Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 10,500 Terns Pharmaceuticals shares in Q2 2025, an estimated $29K.
  • Thrive Wealth Management first reported a position in Terns Pharmaceuticals in Q1 2025 and held it in 1 quarter.
  • Thrive Wealth Management's Terns Pharmaceuticals position peaked at $29K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2025.

Based on Thrive Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.