MWM
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Modern Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History

Modern 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
Q1 		– Sell
-17,712
Closed -$139K – 952
2025
Q4 		$139K Buy
17,712
+8
+0% +$63 ﹤0.01% 824
2025
Q3 		$144K Hold
17,704
– – ﹤0.01% 781
2025
Q2 		$82.7K Buy
+17,704
New +$81.1K ﹤0.01% 766

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