YIH
XERS icon

Y-Intercept (HK)’s Xeris Biopharma Holdings XERS Stock Holding History

Y-Intercept (HK)’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 		$3.26M Buy
411,346
+249,553
+154% +$1.59M 0.06% 449
2026
Q1 		$938K Buy
161,793
+71,148
+78% +$472K 0.02% 1064
2025
Q4 		$712K Buy
90,645
+8,464
+10% +$66.6K 0.02% 1117
2025
Q3 		$669K Sell
82,181
-254,033
-76% -$1.69M 0.02% 1155
2025
Q2 		$1.57M Buy
336,214
+291,696
+655% +$1.34M 0.04% 715
2025
Q1 		$244K Buy
+44,518
New +$180K 0.02% 975

Other funds holding XERS

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return