LPL Financial
XERS icon

LPL Financial’s Xeris Biopharma Holdings XERS Stock Holding History

LPL Financial’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 		$544K Buy
93,861
+9,000
+11% +$59.7K ﹤0.01% 4687
2025
Q4 		$666K Buy
84,861
+51,559
+155% +$406K ﹤0.01% 4452
2025
Q3 		$271K Sell
33,302
-9,750
-23% -$64.8K ﹤0.01% 5132
2025
Q2 		$201K Buy
43,052
+4,225
+11% +$19.4K ﹤0.01% 5085
2025
Q1 		$213K Buy
38,827
+1,800
+5% +$7.27K ﹤0.01% 4822
2024
Q4 		$126K Sell
37,027
-19,200
-34% -$61.8K ﹤0.01% 4946
2024
Q3 		$160K Sell
56,227
-18,450
-25% -$47.4K ﹤0.01% 4788
2024
Q2 		$168K Buy
74,677
+35,700
+92% +$72K ﹤0.01% 4619
2024
Q1 		$86.1K Buy
38,977
+5,602
+17% +$14.5K ﹤0.01% 4700
2023
Q4 		$78.4K Buy
+33,375
New +$61.6K ﹤0.01% 4587

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