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True Wealth Design’s Xeris Biopharma Holdings XERS Stock Holding History

True Wealth Design’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 		$8.86K Buy
1,119
+108
+11% +$690 ﹤0.01% 1107
2026
Q1 		$5.86K Hold
1,011
– – ﹤0.01% 1144
2025
Q4 		$7.94K Hold
1,011
– – ﹤0.01% 934
2025
Q3 		$8.23K Buy
1,011
+44
+5% +$292 ﹤0.01% 902
2025
Q2 		$4.52K Sell
967
-238
-20% -$1.09K ﹤0.01% 848
2025
Q1 		$6.62K Buy
1,205
+284
+31% +$1.15K ﹤0.01% 599
2024
Q4 		$3.12K Buy
921
+5
+0.5% +$16 ﹤0.01% 632
2024
Q3 		$2.61K Buy
+916
New +$2.35K ﹤0.01% 712

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

True Wealth Design's XERS Position: Q2 2026 in Review

True Wealth Design increased its Xeris Biopharma Holdings (XERS) stake by 11% in Q2 2026, buying an estimated $690 and bringing the position to 1,119 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

True Wealth Design first reported a position in XERS in Q3 2024 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • True Wealth Design held 1,119 shares of Xeris Biopharma Holdings worth $8.86K as of Q2 2026.
  • True Wealth Design bought 108 Xeris Biopharma Holdings shares in Q2 2026, an estimated $690.
  • Xeris Biopharma Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1107 holding.
  • True Wealth Design first reported a position in Xeris Biopharma Holdings in Q3 2024 and has held it in 8 quarters since.
  • 239 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.