EWA
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EverSource Wealth Advisors’s Xeris Biopharma Holdings XERS Stock Holding History

EverSource Wealth 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
Q1 		$9.39K Sell
1,620
-1,198
-43% -$7.94K ﹤0.01% 2951
2025
Q4 		$22.1K Buy
2,818
+941
+50% +$7.41K ﹤0.01% 2326
2025
Q3 		$15.3K Sell
1,877
-314
-14% -$2.09K ﹤0.01% 2550
2025
Q2 		$10.2K Buy
2,191
+773
+55% +$3.54K ﹤0.01% 2788
2025
Q1 		$7.79K Buy
1,418
+889
+168% +$3.59K ﹤0.01% 2260
2024
Q4 		$1.79K Buy
529
+61
+13% +$196 ﹤0.01% 2757
2024
Q3 		$1.33K Hold
468
– – ﹤0.01% 2654
2024
Q2 		$1.16K Hold
468
– – ﹤0.01% 2703
2024
Q1 		$819 Hold
468
– – ﹤0.01% 2633
2023
Q4 		$1.1K Buy
+468
New +$864 ﹤0.01% 2369

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