SAI
XERS icon

Savvy Advisors Inc’s Xeris Biopharma Holdings XERS Stock Holding History

Savvy Advisors Inc’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 		$264K Sell
33,288
-8,180
-20% -$52.2K 0.01% 1056
2026
Q1 		$241K Buy
41,468
+1,003
+2% +$6.65K 0.01% 970
2025
Q4 		$318K Hold
40,465
– – 0.01% 750
2025
Q3 		$329K Hold
40,465
– – 0.02% 582
2025
Q2 		$189K Buy
+40,465
New +$185K 0.01% 620

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 $3.37T AUM 44.26% 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

Savvy Advisors Inc's XERS Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Xeris Biopharma Holdings (XERS) stake by 20% in Q2 2026, selling an estimated $52.2K and leaving 33,288 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1056.

Savvy Advisors Inc first reported a position in XERS in Q2 2025 and has held it in 5 quarters since. The position peaked at $329K in Q3 2025. 241 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Savvy Advisors Inc held 33,288 shares of Xeris Biopharma Holdings worth $264K as of Q2 2026.
  • Savvy Advisors Inc sold 8,180 Xeris Biopharma Holdings shares in Q2 2026, an estimated $52.2K.
  • Xeris Biopharma Holdings made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1056 holding.
  • Savvy Advisors Inc first reported a position in Xeris Biopharma Holdings in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Xeris Biopharma Holdings position peaked at $329K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.