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
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 $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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 $70.4B AUM 20.22% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $244M 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