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Rothschild Investment LLC’s Xeris Biopharma Holdings XERS Stock Holding History

Rothschild Investment LLC’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 		$4.4K Buy
759
+310
+69% +$2.06K ﹤0.01% 2123
2025
Q4 		$3.52K Buy
449
+29
+7% +$228 ﹤0.01% 2069
2025
Q3 		$3.42K Hold
420
– – ﹤0.01% 1906
2025
Q2 		$1.96K Hold
420
– – ﹤0.01% 2098
2025
Q1 		$2.31K Sell
420
-30
-7% -$121 ﹤0.01% 1804
2024
Q4 		$1.53K Buy
450
+240
+114% +$772 ﹤0.01% 1967
2024
Q3 		$599 Buy
210
+85
+68% +$218 ﹤0.01% 2419
2024
Q2 		$281 Buy
+125
New +$252 ﹤0.01% 2331

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

Rothschild Investment LLC's XERS Position: Q1 2026 in Review

Rothschild Investment LLC increased its Xeris Biopharma Holdings (XERS) stake by 69% in Q1 2026, buying an estimated $2.06K and bringing the position to 759 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Rothschild Investment LLC first reported a position in XERS in Q2 2024 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold XERS as of Q1 2026.

  • Rothschild Investment LLC held 759 shares of Xeris Biopharma Holdings worth $4.4K as of Q1 2026.
  • Rothschild Investment LLC bought 310 Xeris Biopharma Holdings shares in Q1 2026, an estimated $2.06K.
  • Xeris Biopharma Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2123 holding.
  • Rothschild Investment LLC first reported a position in Xeris Biopharma Holdings in Q2 2024 and has held it in 8 quarters since.
  • 237 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.