Wellington Management Group
TERN

Wellington Management Group’s Terns Pharmaceuticals TERN Stock Holding History

Wellington Management 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
Q1 		$19.8M Sell
375,505
-413,154
-52% -$17M ﹤0.01% 1019
2025
Q4 		$31.9M Buy
788,659
+535,250
+211% +$12.4M 0.01% 864
2025
Q3 		$1.9M Sell
253,409
-81,760
-24% -$522K ﹤0.01% 1644
2025
Q2 		$1.25M Buy
335,169
+14,006
+4% +$43.7K ﹤0.01% 1682
2025
Q1 		$886K Buy
321,163
+98,649
+44% +$403K ﹤0.01% 1728
2024
Q4 		$1.23M Buy
222,514
+449
+0.2% +$3.04K ﹤0.01% 1680
2024
Q3 		$1.85M Sell
222,065
-2,111
-0.9% -$17.4K ﹤0.01% 1560
2024
Q2 		$1.53M Buy
224,176
+51,577
+30% +$312K ﹤0.01% 1574
2024
Q1 		$1.13M Buy
+172,599
New +$1.13M ﹤0.01% 1661

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

Wellington Management Group's TERN Position: Q1 2026 in Review

Wellington Management Group reduced its Terns Pharmaceuticals (TERN) stake by 52% in Q1 2026, selling an estimated $17M and leaving 375,505 shares worth $19.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Wellington Management Group first reported a position in TERN in Q1 2024 and has held it in 9 quarters since. The position peaked at $31.9M in Q4 2025. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

  • Wellington Management Group held 375,505 shares of Terns Pharmaceuticals worth $19.8M as of Q1 2026.
  • Wellington Management Group sold 413,154 Terns Pharmaceuticals shares in Q1 2026, an estimated $17M.
  • Terns Pharmaceuticals made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1019 holding.
  • Wellington Management Group first reported a position in Terns Pharmaceuticals in Q1 2024 and has held it in 9 quarters since.
  • Wellington Management Group's Terns Pharmaceuticals position peaked at $31.9M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.