Clearstead Advisors
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Clearstead Advisors’s Xeris Biopharma Holdings XERS Stock Holding History

Clearstead Advisors’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
Q3 		$1.07K Sell
112
-34
-23% -$287 ﹤0.01% 2639
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vilga Financial Planning
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clearstead Advisors's XERS Position: Q3 2026 in Review

Clearstead Advisors reduced its Xeris Biopharma Holdings (XERS) stake by 23% in Q3 2026, selling an estimated $287 and leaving 112 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Clearstead Advisors first reported a position in XERS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.73K in Q3 2025. 111 funds tracked by Wall St. Rank hold XERS as of Q3 2026.

  • Clearstead Advisors held 112 shares of Xeris Biopharma Holdings worth $1.07K as of Q3 2026.
  • Clearstead Advisors sold 34 Xeris Biopharma Holdings shares in Q3 2026, an estimated $287.
  • Xeris Biopharma Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2639 holding.
  • Clearstead Advisors first reported a position in Xeris Biopharma Holdings in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Xeris Biopharma Holdings position peaked at $4.73K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.