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Williams & Novak’s Xperi XPER Stock Holding History

Williams & Novak’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,140
Closed -$80K – 156
2026
Q1 		$80K Sell
14,140
-1,160
-8% -$6.72K 0.06% 119
2025
Q4 		$89.7K Sell
15,300
-2,210
-13% -$13.9K 0.07% 125
2025
Q3 		$113K Buy
17,510
+7,080
+68% +$46.7K 0.09% 122
2025
Q2 		$82.5K Buy
+10,430
New +$78.6K 0.07% 116

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Williams & Novak's XPER Position: Q2 2026 in Review

Williams & Novak sold out of Xperi (XPER) in Q2 2026, closing a stake of 14,140 shares — an estimated $80K sold.

Williams & Novak first reported a position in XPER in Q2 2025 and held it in 4 quarters. The position peaked at $113K in Q3 2025. 154 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Williams & Novak reported no remaining Xperi position as of Q2 2026 after selling out during the quarter.
  • Williams & Novak sold 14,140 Xperi shares in Q2 2026, an estimated $80K.
  • Williams & Novak first reported a position in Xperi in Q2 2025 and held it in 4 quarters.
  • Williams & Novak's Xperi position peaked at $113K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.