Carson Wealth (CWM LLC)
XERS icon

Carson Wealth (CWM LLC)’s Xeris Biopharma Holdings XERS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$372K Buy
64,180
+8,824
+16% +$58.5K ﹤0.01% 2243
2025
Q4 		$435K Sell
55,356
-83
-0.1% -$653 ﹤0.01% 2005
2025
Q3 		$451K Buy
55,439
+328
+0.6% +$2.18K ﹤0.01% 1863
2025
Q2 		$257K Sell
55,111
-11,861
-18% -$54.3K ﹤0.01% 1967
2025
Q1 		$368K Buy
66,972
+29,614
+79% +$120K ﹤0.01% 1576
2024
Q4 		$127K Buy
37,358
+3,191
+9% +$10.3K ﹤0.01% 2123
2024
Q3 		$97K Buy
34,167
+16,530
+94% +$42.5K ﹤0.01% 2212
2024
Q2 		$40K Buy
17,637
+4,454
+34% +$8.98K ﹤0.01% 2627
2024
Q1 		$29K Buy
13,183
+13,164
+69,284% +$34.1K ﹤0.01% 2662
2023
Q4 		$0 Buy
+19
New +$35 ﹤0.01% 4560

Other funds holding XERS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XERS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Xeris Biopharma Holdings (XERS) stake by 16% in Q1 2026, buying an estimated $58.5K and bringing the position to 64,180 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Carson Wealth (CWM LLC) first reported a position in XERS in Q4 2023 and has held it in 10 quarters since. The position peaked at $451K in Q3 2025. 237 funds tracked by Wall St. Rank hold XERS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 64,180 shares of Xeris Biopharma Holdings worth $372K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,824 Xeris Biopharma Holdings shares in Q1 2026, an estimated $58.5K.
  • Xeris Biopharma Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2243 holding.
  • Carson Wealth (CWM LLC) first reported a position in Xeris Biopharma Holdings in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Xeris Biopharma Holdings position peaked at $451K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.