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Goldstein Advisors’s Xeris Biopharma Holdings XERS Stock Holding History

Goldstein 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
2025
Q2 		– Sell
-40,000
Closed -$220K – 222
2025
Q1 		$220K Buy
40,000
+2,200
+6% +$8.88K 0.03% 170
2024
Q4 		$128K Buy
37,800
+7,375
+24% +$23.7K 0.02% 180
2024
Q3 		$86.7K Buy
30,425
+5,000
+20% +$12.8K 0.01% 180
2024
Q2 		$57.2K Hold
25,425
– – 0.01% 159
2024
Q1 		$56.2K Hold
25,425
– – 0.01% 155
2023
Q4 		$59.7K Hold
25,425
– – 0.01% 174
2023
Q3 		$47.3K Hold
25,425
– – 0.01% 146
2023
Q2 		$66.6K Hold
25,425
– – 0.01% 148
2023
Q1 		$41.4K Buy
25,425
+10,000
+65% +$12.5K 0.01% 142
2022
Q4 		$21K Buy
+15,425
New +$21.8K 0.01% 154

Other funds holding XERS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Goldstein Advisors's XERS Position: Q2 2025 in Review

Goldstein Advisors sold out of Xeris Biopharma Holdings (XERS) in Q2 2025, closing a stake of 40,000 shares — an estimated $220K sold.

Goldstein Advisors first reported a position in XERS in Q4 2022 and held it in 10 quarters. The position peaked at $220K in Q1 2025. 200 funds tracked by Wall St. Rank hold XERS as of Q2 2025.

  • Goldstein Advisors reported no remaining Xeris Biopharma Holdings position as of Q2 2025 after selling out during the quarter.
  • Goldstein Advisors sold 40,000 Xeris Biopharma Holdings shares in Q2 2025, an estimated $220K.
  • Goldstein Advisors first reported a position in Xeris Biopharma Holdings in Q4 2022 and held it in 10 quarters.
  • Goldstein Advisors's Xeris Biopharma Holdings position peaked at $220K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2025.

Based on Goldstein Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.