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

Palumbo 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 		$143K Buy
18,105
+317
+2% +$2.02K 0.03% 233
2026
Q1 		$103K Sell
17,788
-6,561
-27% -$43.5K 0.03% 218
2025
Q4 		$191K Sell
24,349
-38,840
-61% -$306K 0.05% 212
2025
Q3 		$514K Buy
+63,189
New +$420K 0.16% 88

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
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

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

Palumbo Wealth Management increased its Xeris Biopharma Holdings (XERS) stake by 1.8% in Q2 2026, buying an estimated $2.02K and bringing the position to 18,105 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #233.

Palumbo Wealth Management first reported a position in XERS in Q3 2025 and has held it in 4 quarters since. The position peaked at $514K in Q3 2025. 240 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Palumbo Wealth Management held 18,105 shares of Xeris Biopharma Holdings worth $143K as of Q2 2026.
  • Palumbo Wealth Management bought 317 Xeris Biopharma Holdings shares in Q2 2026, an estimated $2.02K.
  • Xeris Biopharma Holdings made up 0.03% of Palumbo Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Palumbo Wealth Management first reported a position in Xeris Biopharma Holdings in Q3 2025 and has held it in 4 quarters since.
  • Palumbo Wealth Management's Xeris Biopharma Holdings position peaked at $514K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.