Clearstead Advisors’s Xeris Biopharma Holdings XERS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16K Buy
+146
New +$932 ﹤0.01% 2651
2026
Q1
Sell
-2
Closed -$16 2861
2025
Q4
$16 Sell
2
-579
-100% -$4.56K ﹤0.01% 2702
2025
Q3
$4.73K Buy
581
+17
+3% +$113 ﹤0.01% 2174
2025
Q2
$2.63K Buy
+564
New +$2.58K ﹤0.01% 2266

Other funds holding XERS

Clearstead Advisors's XERS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Xeris Biopharma Holdings (XERS) in Q2 2026: 146 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #2651 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in XERS as recently as Q4 2025.

Clearstead Advisors first reported a position in XERS in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.73K in Q3 2025. 241 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Clearstead Advisors held 146 shares of Xeris Biopharma Holdings worth $1.16K as of Q2 2026.
  • Xeris Biopharma Holdings was a new Clearstead Advisors position in Q2 2026.
  • Xeris Biopharma Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2651 holding.
  • Clearstead Advisors first reported a position in Xeris Biopharma Holdings in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Xeris Biopharma Holdings position peaked at $4.73K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.