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Western Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History

Western Wealth Management’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 		$633K Buy
79,975
+4,300
+6% +$27.5K 0.02% 616
2026
Q1 		$439K Hold
75,675
– – 0.02% 676
2025
Q4 		$594K Buy
+75,675
New +$596K 0.03% 473

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

Western Wealth Management's XERS Position: Q2 2026 in Review

Western Wealth Management increased its Xeris Biopharma Holdings (XERS) stake by 5.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 79,975 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #616.

Western Wealth Management first reported a position in XERS in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Western Wealth Management held 79,975 shares of Xeris Biopharma Holdings worth $633K as of Q2 2026.
  • Western Wealth Management bought 4,300 Xeris Biopharma Holdings shares in Q2 2026, an estimated $27.5K.
  • Xeris Biopharma Holdings made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Western Wealth Management first reported a position in Xeris Biopharma Holdings in Q4 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.