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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 $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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Modern Wealth Management's XERS Position: Q1 2026 in Review

Modern Wealth Management sold out of Xeris Biopharma Holdings (XERS) in Q1 2026, closing a stake of 17,712 shares — an estimated $139K sold.

Modern Wealth Management first reported a position in XERS in Q2 2025 and held it in 3 quarters. The position peaked at $144K in Q3 2025. 237 funds tracked by Wall St. Rank hold XERS as of Q1 2026.

  • Modern Wealth Management reported no remaining Xeris Biopharma Holdings position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 17,712 Xeris Biopharma Holdings shares in Q1 2026, an estimated $139K.
  • Modern Wealth Management first reported a position in Xeris Biopharma Holdings in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's Xeris Biopharma Holdings position peaked at $144K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.