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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 $6.73T AUM 46.02% 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 $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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. 224 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.
  • 224 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.