Creative Planning
XERS icon

Creative Planning’s Xeris Biopharma Holdings XERS Stock Holding History

Creative Planning’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
Q2 		$1.22M Buy
154,059
+20,774
+16% +$133K ﹤0.01% 2478
2026
Q1 		$773K Buy
133,285
+16,747
+14% +$111K ﹤0.01% 2672
2025
Q4 		$915K Sell
116,538
-10,442
-8% -$82.2K ﹤0.01% 2350
2025
Q3 		$1.03M Buy
126,980
+9,225
+8% +$61.3K ﹤0.01% 2083
2025
Q2 		$550K Buy
117,755
+11,023
+10% +$50.5K ﹤0.01% 2386
2025
Q1 		$586K Buy
106,732
+15,465
+17% +$62.4K ﹤0.01% 2140
2024
Q4 		$309K Buy
91,267
+47,088
+107% +$151K ﹤0.01% 2638
2024
Q3 		$126K Sell
44,179
-1,623
-4% -$4.17K ﹤0.01% 2972
2024
Q2 		$103K Buy
45,802
+16,607
+57% +$33.5K ﹤0.01% 2833
2024
Q1 		$64.5K Buy
+29,195
New +$75.5K ﹤0.01% 2759
2023
Q3 		– Sell
-11,393
Closed -$29.9K – 3058
2023
Q2 		$29.9K Buy
+11,393
New +$29K ﹤0.01% 2481

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Planning's XERS Position: Q2 2026 in Review

Creative Planning increased its Xeris Biopharma Holdings (XERS) stake by 16% in Q2 2026, buying an estimated $133K and bringing the position to 154,059 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Creative Planning first reported a position in XERS in Q2 2023 and has held it in 11 quarters since. 241 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Creative Planning held 154,059 shares of Xeris Biopharma Holdings worth $1.22M as of Q2 2026.
  • Creative Planning bought 20,774 Xeris Biopharma Holdings shares in Q2 2026, an estimated $133K.
  • Xeris Biopharma Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2478 holding.
  • Creative Planning first reported a position in Xeris Biopharma Holdings in Q2 2023 and has held it in 11 quarters since.
  • 241 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.