Bellwether Advisors’s Xperi XPER Stock Holding History

Bellwether Advisors’s Portfolio XPER Stock Details XPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-70	Closed	-$554	–	592
2025 Q2	$554	Buy	+70	New	+$528	﹤0.01%	546

Other funds holding XPER

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bellwether Advisors's XPER Position: Q3 2025 in Review

Bellwether Advisors sold out of Xperi (XPER) in Q3 2025, closing a stake of 70 shares — an estimated $554 sold.

Bellwether Advisors first reported a position in XPER in Q2 2025 and held it in 1 quarter. The position peaked at $554 in Q2 2025. 143 funds tracked by Wall St. Rank hold XPER as of Q3 2025.

Bellwether Advisors reported no remaining Xperi position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 70 Xperi shares in Q3 2025, an estimated $554.
Bellwether Advisors first reported a position in Xperi in Q2 2025 and held it in 1 quarter.
Bellwether Advisors's Xperi position peaked at $554 in Q2 2025.
143 funds tracked by Wall St. Rank held Xperi as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.