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Wealthspire Advisors (New York)’s Xeris Biopharma Holdings XERS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-354
Closed -$2.88K – 2928
2025
Q3 		$2.88K Buy
+354
New +$2.35K ﹤0.01% 2498

Other funds holding XERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s XERS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Xeris Biopharma Holdings (XERS) in Q4 2025, closing a stake of 354 shares — an estimated $2.88K sold.

Wealthspire Advisors (New York) first reported a position in XERS in Q3 2025 and held it in 1 quarter. The position peaked at $2.88K in Q3 2025. 225 funds tracked by Wall St. Rank hold XERS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Xeris Biopharma Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 354 Xeris Biopharma Holdings shares in Q4 2025, an estimated $2.88K.
  • Wealthspire Advisors (New York) first reported a position in Xeris Biopharma Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Xeris Biopharma Holdings position peaked at $2.88K in Q3 2025.
  • 225 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.