Corient Private Wealth
XERS icon

Corient Private Wealth’s Xeris Biopharma Holdings XERS Stock Holding History

Corient Private Wealth’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 		– Sell
-10,734
Closed -$84.3K – 3047
2025
Q4 		$84.3K Buy
+10,734
New +$84.5K ﹤0.01% 2655
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's XERS Position: Q1 2026 in Review

Corient Private Wealth sold out of Xeris Biopharma Holdings (XERS) in Q1 2026, closing a stake of 10,734 shares — an estimated $84.3K sold.

Corient Private Wealth first reported a position in XERS in Q1 2024 and held it in 5 quarters. The position peaked at $85.4K in Q4 2024. 237 funds tracked by Wall St. Rank hold XERS as of Q1 2026.

  • Corient Private Wealth reported no remaining Xeris Biopharma Holdings position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 10,734 Xeris Biopharma Holdings shares in Q1 2026, an estimated $84.3K.
  • Corient Private Wealth first reported a position in Xeris Biopharma Holdings in Q1 2024 and held it in 5 quarters.
  • Corient Private Wealth's Xeris Biopharma Holdings position peaked at $85.4K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.