IWM
XERS icon

IHT Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History

IHT Wealth Management’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 		$3.82M Buy
481,871
+105,395
+28% +$673K 0.08% 255
2026
Q1 		$2.18M Buy
376,476
+112,945
+43% +$749K 0.05% 345
2025
Q4 		$2.07M Buy
263,531
+5,356
+2% +$42.2K 0.05% 333
2025
Q3 		$2.1M Sell
258,175
-5,630
-2% -$37.4K 0.05% 323
2025
Q2 		$1.23M Buy
263,805
+1,000
+0.4% +$4.58K 0.03% 442
2025
Q1 		$1.44M Sell
262,805
-7,355
-3% -$29.7K 0.05% 366
2024
Q4 		$916K Sell
270,160
-6,725
-2% -$21.6K 0.03% 483
2024
Q3 		$789K Sell
276,885
-19,450
-7% -$50K 0.02% 570
2024
Q2 		$667K Sell
296,335
-2,032
-0.7% -$4.09K 0.02% 549
2024
Q1 		$659K Buy
298,367
+18,975
+7% +$49.1K 0.03% 546
2023
Q4 		$657K Sell
279,392
-5,000
-2% -$9.23K 0.03% 513
2023
Q3 		$529K Buy
284,392
+2,950
+1% +$6.76K 0.03% 534
2023
Q2 		$737K Hold
281,442
– – 0.04% 419
2023
Q1 		$459K Sell
281,442
-15,425
-5% -$19.3K 0.03% 530
2022
Q4 		$395K Sell
296,867
-38,420
-11% -$54.2K 0.02% 559
2022
Q3 		$523K Sell
335,287
-2,100
-0.6% -$3.47K 0.04% 443
2022
Q2 		$520K Buy
+337,387
New +$712K 0.05% 381
2022
Q1 		– Sell
-342,897
Closed -$1M – 859
2021
Q4 		$1M Buy
342,897
+8,530
+3% +$18.4K 0.07% 259
2021
Q3 		$819K Sell
334,367
-5,780
-2% -$16.8K 0.07% 293
2021
Q2 		$1.38M Buy
340,147
+41,762
+14% +$159K 0.09% 248
2021
Q1 		$1.35M Buy
298,385
+47,587
+19% +$257K 0.1% 214
2020
Q4 		$1.23M Buy
250,798
+43,588
+21% +$218K 0.1% 210
2020
Q3 		$1.23M Buy
207,210
+44,905
+28% +$180K 0.12% 174
2020
Q2 		$432K Buy
162,305
+27,050
+20% +$94.2K 0.06% 317
2020
Q1 		$264K Buy
135,255
+44,580
+49% +$192K 0.04% 424
2019
Q4 		$639K Buy
90,675
+33,647
+59% +$278K 0.08% 281
2019
Q3 		$561K Buy
57,028
+16,114
+39% +$181K 0.08% 296
2019
Q2 		$468K Buy
40,914
+23,994
+142% +$252K 0.07% 298
2019
Q1 		$170K Buy
+16,920
New +$217K 0.03% 477

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

IHT Wealth Management's XERS Position: Q2 2026 in Review

IHT Wealth Management increased its Xeris Biopharma Holdings (XERS) stake by 28% in Q2 2026, buying an estimated $673K and bringing the position to 481,871 shares worth $3.82M. The position accounts for 0.08% of the portfolio, ranked #255.

IHT Wealth Management first reported a position in XERS in Q1 2019 and has held it in 29 quarters since. 241 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • IHT Wealth Management held 481,871 shares of Xeris Biopharma Holdings worth $3.82M as of Q2 2026.
  • IHT Wealth Management bought 105,395 Xeris Biopharma Holdings shares in Q2 2026, an estimated $673K.
  • Xeris Biopharma Holdings made up 0.08% of IHT Wealth Management's portfolio in Q2 2026, its #255 holding.
  • IHT Wealth Management first reported a position in Xeris Biopharma Holdings in Q1 2019 and has held it in 29 quarters since.
  • 241 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.