Corient Private Wealth’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
$1.46M Buy
+184,126
New +$1.18M ﹤0.01% 1579
2025
Q1
Sell
-25,200
Closed -$85.4K 2461
2024
Q4
$85.4K Hold
25,200
﹤0.01% 2241
2024
Q3
$71.8K Buy
25,200
+8,800
+54% +$22.6K ﹤0.01% 2364
2024
Q2
$36.9K Buy
16,400
+5,400
+49% +$10.9K ﹤0.01% 2277
2024
Q1
$24.3K Buy
+11,000
New +$28.5K ﹤0.01% 2256

Other funds holding XERS

Corient Private Wealth's XERS Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Xeris Biopharma Holdings (XERS) in Q2 2026: 184,126 shares worth $1.46M. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in XERS as recently as Q4 2024.

Corient Private Wealth first reported a position in XERS in Q1 2024 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Corient Private Wealth held 184,126 shares of Xeris Biopharma Holdings worth $1.46M as of Q2 2026.
  • Xeris Biopharma Holdings was a new Corient Private Wealth position in Q2 2026.
  • Xeris Biopharma Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1579 holding.
  • Corient Private Wealth first reported a position in Xeris Biopharma Holdings in Q1 2024 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.