EWA
XERS icon

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
Q2 		$10.9K Sell
1,373
-247
-15% -$1.58K ﹤0.01% 2865
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 $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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's XERS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Xeris Biopharma Holdings (XERS) stake by 15% in Q2 2026, selling an estimated $1.58K and leaving 1,373 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

EverSource Wealth Advisors first reported a position in XERS in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.1K in Q4 2025. 240 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • EverSource Wealth Advisors held 1,373 shares of Xeris Biopharma Holdings worth $10.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 247 Xeris Biopharma Holdings shares in Q2 2026, an estimated $1.58K.
  • Xeris Biopharma Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2865 holding.
  • EverSource Wealth Advisors first reported a position in Xeris Biopharma Holdings in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Xeris Biopharma Holdings position peaked at $22.1K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.