BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Tempus AI TEM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	$24.6K	Sell	300 -504	-63%	-$30.4K	0.01%	776
2026 Q2	$46.6K	Hold	804	–	–	0.01%	986
2026 Q1	$36.4K	Sell	804 -150	-16%	-$8.52K	﹤0.01%	1095
2025 Q4	$56.3K	Buy	954 +150	+19%	+$11.7K	0.01%	962
2025 Q3	$64.9K	Sell	804 -4,550	-85%	-$319K	0.01%	851
2025 Q2	$340K	Buy	5,354 +3,859	+258%	+$221K	0.05%	315
2025 Q1	$72.1K	Buy	+1,495	New	+$80.7K	0.01%	811

Other funds holding TEM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s TEM Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Tempus AI (TEM) stake by 63% in Q3 2026, selling an estimated $30.4K and leaving 300 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #776.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in TEM in Q1 2025 and has held it in 7 quarters since. The position peaked at $340K in Q2 2025. 438 funds tracked by Wall St. Rank hold TEM as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 300 shares of Tempus AI worth $24.6K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 504 Tempus AI shares in Q3 2026, an estimated $30.4K.
Tempus AI made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #776 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Tempus AI in Q1 2025 and has held it in 7 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Tempus AI position peaked at $340K in Q2 2025.
438 funds tracked by Wall St. Rank held Tempus AI as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.