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Apella Capital’s Xeris Biopharma Holdings XERS Stock Holding History

Apella Capital’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Sell
215,897
-20,000
-8% -$128K 0.03% 269
2026
Q1 		$1.5M Sell
235,897
-10,000
-4% -$66.3K 0.02% 294
2025
Q4 		$1.93M Buy
245,897
+235,897
+2,359% +$1.86M 0.04% 203
2025
Q3 		$91.4K Hold
10,000
– – ﹤0.01% 468
2025
Q2 		$47K Hold
10,000
– – ﹤0.01% 416
2025
Q1 		$43.3K Buy
+10,000
New +$40.4K ﹤0.01% 382

Other funds holding XERS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Apella Capital's XERS Position: Q2 2026 in Review

Apella Capital reduced its Xeris Biopharma Holdings (XERS) stake by 8.5% in Q2 2026, selling an estimated $128K and leaving 215,897 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #269.

Apella Capital first reported a position in XERS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.93M in Q4 2025. 14 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Apella Capital held 215,897 shares of Xeris Biopharma Holdings worth $1.93M as of Q2 2026.
  • Apella Capital sold 20,000 Xeris Biopharma Holdings shares in Q2 2026, an estimated $128K.
  • Xeris Biopharma Holdings made up 0.03% of Apella Capital's portfolio in Q2 2026, its #269 holding.
  • Apella Capital first reported a position in Xeris Biopharma Holdings in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's Xeris Biopharma Holdings position peaked at $1.93M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.