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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
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 $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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 $89.9B AUM 20.22% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M 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

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

Palumbo Wealth Management reduced its Xeris Biopharma Holdings (XERS) stake by 27% in Q1 2026, selling an estimated $43.5K and leaving 17,788 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #218.

Palumbo Wealth Management first reported a position in XERS in Q3 2025 and has held it in 3 quarters since. The position peaked at $514K in Q3 2025. 237 funds tracked by Wall St. Rank hold XERS as of Q1 2026.

  • Palumbo Wealth Management held 17,788 shares of Xeris Biopharma Holdings worth $103K as of Q1 2026.
  • Palumbo Wealth Management sold 6,561 Xeris Biopharma Holdings shares in Q1 2026, an estimated $43.5K.
  • Xeris Biopharma Holdings made up 0.03% of Palumbo Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Palumbo Wealth Management first reported a position in Xeris Biopharma Holdings in Q3 2025 and has held it in 3 quarters since.
  • Palumbo Wealth Management's Xeris Biopharma Holdings position peaked at $514K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.