Wealth Enhancement Advisory Services
XERS icon

Wealth Enhancement Advisory Services’s Xeris Biopharma Holdings XERS Stock Holding History

Wealth Enhancement Advisory Services’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 		$394K Buy
47,228
+10,048
+27% +$64.2K ﹤0.01% 2930
2026
Q1 		$225K Buy
37,180
+6,075
+20% +$40.3K ﹤0.01% 3048
2025
Q4 		$216K Sell
31,105
-2
-0% -$16 ﹤0.01% 3209
2025
Q3 		$258K Buy
31,107
+4,349
+16% +$28.9K ﹤0.01% 2914
2025
Q2 		$127K Sell
26,758
-4,496
-14% -$20.6K ﹤0.01% 3095
2025
Q1 		$172K Buy
31,254
+14,986
+92% +$60.5K ﹤0.01% 2661
2024
Q4 		$55.1K Buy
16,268
+3,847
+31% +$12.4K ﹤0.01% 2858
2024
Q3 		$35.4K Buy
+12,421
New +$31.9K ﹤0.01% 2639

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

Wealth Enhancement Advisory Services's XERS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Xeris Biopharma Holdings (XERS) stake by 27% in Q2 2026, buying an estimated $64.2K and bringing the position to 47,228 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Wealth Enhancement Advisory Services first reported a position in XERS in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 47,228 shares of Xeris Biopharma Holdings worth $394K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,048 Xeris Biopharma Holdings shares in Q2 2026, an estimated $64.2K.
  • Xeris Biopharma Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2930 holding.
  • Wealth Enhancement Advisory Services first reported a position in Xeris Biopharma Holdings in Q3 2024 and has held it in 8 quarters since.
  • 240 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.